Smart Women Tips

Smart Women Tip #15 – Estate Planning: Planning for the Unexpected

Almost 20 years ago when my mother married my step-father, they came to me for estate and financial planning.  My parents created their own trusts and set-up some assets in joint accounts.  To simplify things, they consolidated all financial assets into a brokerage account with American Express Financial Advisors, and I was their financial planner.

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Smart Women Tip: #14 – Could Your Money Personality be Sabotaging Your Marriage?

It’s hard to believe that my husband, Mark, and I just celebrated our 32nd anniversary this month. I am truly blessed to have such a wonderful relationship with my husband. He’s not only my partner, but he’s also my best friend and loudest cheerleader. Our marriage has always been strong, but I confess that I

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Smart Money Tip # 12: When Parents Need Care: How to be Prepared for that Call in the Night with the Designated Caregiver™ Five-Step-Process

Watching our parents age is not always easy. We all dread the idea of that “call in the night” – the one that means we must step into the Designated Caregiver™ role to manage our parents’ lives and make tough decisions about their care, finances, and welfare.

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Smart Money Tip #7: Don’t Treat Your Business Like a Cash Cow!

Whether you currently or are considering owning a business, are self-employed, or a commissioned-based sales person, today’s tip is specifically for YOU! One of the biggest mistakes I have noticed many female entrepreneurs make is when they don’t treat their businesses like a business. This happens when owners don’t respect their money and they fail to treat their

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