Tag Archives | Women and Money

Where Creativity and Finance Connect

It was a beautiful sunny Saturday afternoon and the light was streaming in the windows of the cozy art studio. A long table was covered in butcher paper and  cheese and crackers, frittata and chocolate bars were ready to be consumed. As Tamara and I finished getting the room ready for our workshop, the attendees […]

Continue Reading Comments { 0 }

Women and the Media, Revisited.

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 women […]

Continue Reading Comments { 0 }
Smal Business Taxes Made Easy

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

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 enjoyed […]

Continue Reading Comments { 3 }

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.

Continue Reading Comments { 5 }

Girls Gotta Do Business

It was my pleasure to moderate a panel of women who have made it part of their life’s work to help and support women entrepreneurs. Julie Abrams as CEO of Women’s Initiative; Alison Covarrubias as Co-Founder of The Hatch Network; Baat Enosh of  NCWIT and Women 2.0 and Ayesha Mathews-Wadhwa as a Director of Savor […]

Continue Reading Comments { 2 }

“Making Home Affordable”

On my last visit, we got into a chat about money because Trudy had just completed a loan modification and was more than happy to share the details with me. I was very interested because I knew banks were considering loan modifications, but hadn’t heard of anyone actually getting one.

Continue Reading Comments { 0 }

Financial Advisor Blog Network