With the first six months of 2022 in the rearview, you have valuable data at your disposal that can help you plan for a stronger second half and, even lay the groundwork for a better 2023. To start – set concrete goals of what you hope to accomplish before the year is out – save more, get ahead of income taxes, reduce spending, save for college – and attach a number to that goal. By December 31 I will save $X in my retirement plan, I will reduce my monthly spending by $X per month, Read on...
Lazy Discipline
Is it possible to achieve more, by working less? It seems too good to be true – like a diet pill that promises you can eat all the cake you want and still lose weight. But the truth is, sometimes we make it hard for ourselves to do the right thing. What if we intentionally set ourselves up for financial success by making it as easy as possible to do so. The finish line is the finish line. You don’t get extra points for running barefoot over broken glass to get there – in fact, you simply need Read on...
Ladies, First!
A little more than two months before my due date, panic set in. Though I had much experience as an aunt and babysitter, and in spite of my life-long fantasies of motherhood, the moment was quickly approaching where my life would change forever. Change, even joyous change, can be terrifying. In my case, a difficult twin pregnancy kept very dire possibilities hanging in the balance. My husband was eerily calm; if I didn't know better I would have thought he was medicated. I spoke to my Read on...
Why the “F” Word is so important for Women Investors
Ladies, it’s time to take charge of your money. You know you need to; you know you want to. So what’s holding you back? According to a 2015 Money Fit Women Study conducted by Fidelity Investments, 92% of women want to learn more about financial planning, and yet only 47% feel comfortable discussing money with a planner on their own. What is the cause for this insecurity? Trust. They don't trust their own knowledge and they are not sure what professional they can trust. Here’s the “F” Read on...