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need-a-prenup

Do You Need a Prenup?

Tweet According to news reports, when Katie Holmes and Tom Cruise announced their divorce, there wasn’t much of a question of how the couple’s assets would be split. That’s because a detailed prenuptial agreement outlined exactly what would happen, financially speaking, if the couple split. It’s been said that Holmes walked away with only those [...]

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The Truth About Women and Money

Tweet I recently had the opportunity to speak to a group of women, all between 20 and 30 years old, about money. Many of them were living on their own for the first time and just starting their careers. It was also the first time they had ever talked to a professional about their personal [...]

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Getting Comfortable With The Uncomfortable

Tweet Getting Comfortable With The Uncomfortable. (Or, How CrossFit is like Investing) In the past year, many people I know have taken up a new exercise program called CrossFit.  When I see someone looking particularly sinuous and sleek I don’t even have to ask anymore – I know their regularly visiting the CrossFit gym.  My [...]

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A Spreadsheet for Your Happiness

Tweet I came up with a brainstorm in my usual place (the shower) one morning. I had been thinking about the cash flow work I do with my clients and how it almost always initiates a discussion about what they want more of in life.  It usually goes like this: We review the fixed or [...]

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12 Simple Steps to Financial Success

Tweet A new year is almost upon us—always a good time to look towards the future and recommit to past goals or create new ones especially when it comes to our personal finances. Just in time to help with your goal-setting, here is a list of 12 simple steps you can take with your money [...]

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Revisiting: Contrary to Popular Opinion, You Were Not Born to Shop

Tweet Contrary to popular opinion, you were not born to shop. If you are a woman who loves clothes and fashion (c’est moi) this may be debatable. However, most of us have to curb our enthusiasm for adornment lest we wreak havoc on our cash flow and personal net worth. Over the years, I’ve developed [...]

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Women and the Media, Revisited.

Tweet Last week, I attended a screening of Jennifer Seibel Newsom’s new film, Miss Representation. It was a fun night out with the girls on a beautiful summer evening, but the movie’s content wasn’t uplifting, nor was it meant to be. The film documents the role of media in today’s society and how it marginalizes [...]

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Walking Away from a Mortgage – Is It a Viable Option?

Tweet During the peak of the real estate buying frenzy (2005–2007) many Americans decided to invest in real estate other than their homes in the hopes of capital gains. Unfortunately, when the bubble burst, the ensuing credit crisis left these investors with a moral dilemma. Many of these investors are just ordinary folks who pay [...]

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Smal Business Taxes Made Easy

Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

Tweet As a financial advisor, I’ve read my share of tax books. So, I poured myself a strong cup of coffee, made sure I wasn’t too comfortable and opened Small Business Taxes Made Easy by Eva Rosenberg. After reading the first few pages, I realized that this tax book was different. First of all, I [...]

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Women and Money: Women Have Unique Financial Planning Needs

In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.

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