Expectations vs reality when working with your financial advisor
It happens every year. In January, we make our resolutions. They may be small ones but most often they are sweeping. We are going to lose 20 pounds, completely declutter our house or learn Spanish in 30 days so we can chat with the locals on Spring Break.
How much time do you spend per month monitoring your personal/family finances?
In life, we prioritize the things we enjoy doing. Spending time with family and friends, date nights, community service – these are all things that bring us joy.
How Women Can Stay Financially Grounded Through Divorce
Divorce is an enormous life event. It is sad, it is stressful, and it is a time in which both parties are not operating at 100 percent of their skills and abilities. Your time, attention, and focus are, understandably, reduced.
Financial Advice for Career & Family Focused Women
First, the good news. The awareness of empowered women managing their own assets, and their family assets, is well known in the financial planning industry. Charles Schwab reports that by 2030 women are expected to be in control of $30 trillion in investable assets.
Effective Money Management in Marriage
I work with people in all phases of life. When couples begin their life together they often have questions about how they should manage their financial affairs— joint accounts, separate, or a combination.