I Was Almost Too Afraid To Get Out Of The Car
I sat across the street in my car staring at the door to building number 824. I was 21 years old.
If I didn’t go inside soon, I’d be late for the interview.
But the scene gave me pause. When I was a kid, this was one of Baltimore City’s no-go neighborhoods. In fact, though I’d spent all of my 21 years living in Baltimore, I’d never driven down East Baltimore Street before. (more…)
The downside most business owners face is not being able to take a break. When working with a business owner, these are the questions I frequently ask:
- How confident are you about leaving your business for a few days, a week, a month?
- Do you end up glued to your computer or smart phone when you take a family vacation?
- What would it be like if your business could literally run without you?
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.
Everything was perfect, right? Well almost. (more…)
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 wish I had known then what I know now … especially regarding money psychology or money personality.
According to a survey by SunTrust Bank, money is the leading cause of stress in relationships. Although divorce rates are falling, nearly 40% of all marriages are dissolved before a couple reaches their ten-year anniversary. Again, money is the primary culprit. I realize no one enters a marriage with the anticipation of ending it, but there are ways to safeguard your union. (more…)
I attended a fabulous retreat in Baltimore with one of my mentors, Barbara Stanny, a few years ago. The retreat on Sacred Success was for women who had reached affluence and were looking to make a difference in the world. When I called the retreat center to ask how to get from the airport to the retreat center, they gave me two options: take a cab for $120 round trip or use the light rail for $3.20 round trip.
Being from the Midwest where public transportation is sparse, I never use it. Mulling over my options, I began to think I would just take a cab. After all, I had invested thousands of dollars on this retreat, and besides, I could afford it. Right? (more…)
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. (more…)