One day it hits you like a rock. You’re knee-deep in financial quicksand with no savior in sight. Maybe it comes as a declined credit card purchase or a minimum payment higher than your bank balance. Maybe it’s just the realization that you really are mortal and will need funds to support you when your …
“One can never change the past, only the hold it has on you.” ~ Merle Shain It’s 2020! A chance for a fresh start. Hurray! Isn’t that what the New Year is all about? New beginnings can feel so good, so treat every day like a new beginning. Each morning when we wake up, we …
How are you setting yourself up for the win? As we enter the 11th year of the current bull market, it’s key to remember that what goes up, can come down – rather rapidly. The 9.2% drop in the S&P500 in December 2018, is a stark warning that when the winds shift it can be …
Ask Natalie: Drowning in Debt. I’ve gotten myself into a huge mess of credit card debt. It’s time to do a clean up job, and change poor habits. This isn’t who I am or want to be. I have so much emotion around money failure. The spreadsheets are easy. The emotions. Damn. Signed, Drowning in …
Happy Spring! I just love this time of year, especially living in Michigan because our winters are so long! Looking out at the lake as I write this, I still see ice covering part of it. The gardens will soon be bursting with life and in full bloom. Such a happy time. I’m interviewing experts …
Most of us rely upon financial advisors, who dispense their counsel freely, for what we believe is good financial advice on budgeting, investing and our retirement. However, as a study from the Rand Corporation discovered, that can be a very bad bet – particularly in market downturns. In Rand’s paper, “Impacts of Conflicts of Interest …
It’s the time of year when you are invited to review your employer and government health benefits through Open Enrollment, so our focus this month is on helping you make the best decisions when it comes to your health and money. If you are still working and have benefits through your employer, you should be …
Our theme this month is Thinking Big About Money, and I’m thrilled to be interviewing international speaker and author, Maddy Dychtwald of Age Wave, about a year-long study she and her organization conducted with Merrill Lynch on women and money. The results have been published in a 28-page report called, Women & Financial Wellness: Beyond …
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. …
Smart Women Tip #15 – Estate Planning: Planning for the Unexpected Read 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 …
Smart Women Tip: #14 – Could Your Money Personality be Sabotaging Your Marriage? Read More »
