Tag Archives | financial planning

Emotionally Charged Money: Inheritance

Tweet You may be one of the many Baby Boomers or  Gen-Xers who have received an inheritance or will in the not too distant future. It has been documented that the wealth transfer from the “Greatest Generation” to their heirs  will total $14 trillion. If you’ll be receiving an inheritance, it pays to prepare yourself, as no […]

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Finglish Lesson #3: “Fiscal Cliff” and “Taxageddon”

Tweet The “fiscal cliff” and “taxageddon” refer to a convergence of fiscal events (or government spending and tax policies that influence the economy) slated to occur almost simultaneously at the end of 2012. If these terms aren’t on your radar yet, they are sure to be soon, as the media loves nothing better than drama […]

The_Behavior_Gap

Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”

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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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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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youareyourcreditscore

Simple Money Truth # 7: You Are Your Credit Score

Your credit score is the single most important tool institutions use to determine your creditworthiness. Without a credit score of 700 or over, you won’t get the best rates on mortgages and car loans, and you may not get that apartment or job that you dream of. Your credit score can also affect the price you pay for auto insurance. A low credit score can prevent you from getting what you want or make what you get much more expensive!

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Financial Advisor on Why You Weren’t Born To Shop (Simple Truth #3)

Tweet I’m a financial advisor. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for […]

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Financial Planner on Why You Weren’t Born To Shop (Simple Truth #3)

Tweet I’m a financial planner. But I’m also a normal person just like you, and I know how difficult it is to be an American and somehow not feel it’s your duty to shop. Our economic and social system is based on capitalism, which is partly defined as the creation of goods and services for […]

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10 Simple Truths About Money ~ Here’s No. 1

Tweet In the course of my financial planning practice, I meet many people who share similar attitudes, fears or misconceptions about money management. It turns out that most people make money way more difficult and scary than it needs to be. So in response to all this, I came up with 10 Simple Truths About […]

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Women and Money – Women in the Food Biz Talk Business Plans

I recently hosted two panel discussions that focused on women entrepreneurs in the food business.

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