Last week, I was out running errands and listening to the local news station on the radio. The 60 second financial segment came on, and they were talking about the volatility of the S&P and how the month of September had ended with “significant” losses. I get it, it’s the news, and we all know… Read on…
Sometimes the Spirit moves me to attend a weekday mass. One thing that is different when I attend mass during the week is the age population. For obvious reasons, there are no young families and typically no working age adults. What is GLARINGLY different, while not surprising, is the GENDER of those age 70+ in attendance. … Read on…
I often tell my clients that financial decisions are not always black and white – that it’s not always about the bottom line number. There is often a gray area that comes into play and there is no formula for it on an Excel spreadsheet. It’s called HUMAN EMOTION. Last week, I “broke down” and made a… Read on…
I was working with a new client recently and one of my recommendations was to secure an umbrella policy. It’s probably the least thought about coverage for the average person or family, but one that should not be overlooked. What is Umbrella Insurance? In simplest terms, it’s a policy that protects you over and above… Read on…
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…