A friend of mine recently posed a question on her blog about Cryptocurrency. You know-Bitcoin, Dogecoin, Ethereum-to name a few. She was asking her followers what they knew about it, had they invested in it, and she made the statement that she thinks it may be here to stay. I think she’s right, but whether… Read on…
Memorial Day Weekend- 2016: My Mom, Dad, sister, brother and me, celebrating my parents’ 50th Wedding Anniversary at The Hotel Manisses on Block Island. You do know Sue, if something happens to Mom at this point, there’s no way Dad can stay in the house by himself”. I still remember where I was parked when… Read on…
Have you ever heard of the Pink Tax? This is not an actual tax levied by the state or federal government, but rather refers to what has been described as “ a discriminatory pricing practice” that lends itself to charging women more for “substantially similar” products and services. That part is real. If you have… Read on…
I’ve noticed that the older my kids get, the further away my marker gets for true adulthood. When I was the mother of toddlers, older kids in high school and college seemed so grown up to me, ready to support themselves and make smart decisions. I’d see them driving around town, getting their first jobs,… Read on…
Following a recent client meeting, I finished the Zoom call on a natural high, with the feeling of “this is why I LOVE what I do”. This high did not come from landing a big sale (I don’t sell anything) or growing a portfolio by a certain percent. It came from knowing I had helped them… Read on…
It seems every year between Thanksgiving and New Year’s Day I can’t seem to find the time to fit in my workouts. Now it’s mid-January, and I still haven’t gotten back at it, despite knowing I feel 150% better when I do. So now, I will pay the price. I have not performed any studies, but I… Read on…
Everyone thinks that being a financial advisor means I am great with numbers, but there are lots of numbers that confuse the heck out of me. Blood pressure, tire pressure and my son’s PSAT scores come to mind. A number that is a mystery to many is their credit score. Sure, you know the higher… Read on…
This topic has come up for me twice in the last week, so as is often the case, I’ve made it the topic for my newsletter this month. I often get asked about the best strategies for saving outside of one’s 401(k). My first caveat is that one size does not fit all, so what… Read on…
You are likely in the middle of open enrollment, or will be soon, so I thought this month would be a great time to review some of the crazy acronyms you see as your eyes glaze over the 100+ page benefits guide from your employer. I can’t say here which benefits are the “best fit”… Read on…
In honor of the late Supreme Court Justice Ruth Bader Ginsburg, I’ve decided to share my newsletter from back in January where I made “art imitating life” observations of how far we’ve come, and still have to go, in moving the educational, professional and financial plight of all women forward. RBG fought tirelessly for her… Read on…