Statistics indicate that most women will be responsible for overseeing their finances at some point in their life.
Regardless of your demographic, there are
I love fall. It is my favorite time of year. I am also not 65 and don’t have to think about Medicare coverage.
Open enrollment in 2021 for plans effective in
The Collaborative Women in Investment Management hosted a fireside chat this month featuring Marilyn Wechter, a psychotherapist and wealth counselor, on the
My husband and I have had this running debate for over five years. It came to a head in 2019 when he was eligible for an early retirement package that included
I am a big fan of behavioral science. In 2008, Richard H. Thaler and Cass R. Sunstein published their much- acclaimed book “Nudge: Improving Decisions about
The economy is prone to periodic crises. We do not know exactly when the next crisis will occur or what will be the trigger; we just know it will happen. I am
It’s spring and love is in the air, but before you make the commitment, prioritize having a serious money discussion.
This includes everything from current
Why do we make dumb money mistakes? The easy answer is that we can’t help ourselves. We are evolutionarily programed to take shortcuts. Our brain is wired to be
My eldest son is house hunting. This is a major purchase for him, and he wants to make a sound investment.
One frequent mistake of first-time homebuyers is to
I met a young couple recently on their third “financial adviser.” This one sold them a flexible premium variable life insurance plan. Insurance agents are held
I always struggle with my professional title.
Some of the standard monikers include financial consultant, investment adviser, financial adviser, wealth manager
I’ll confess. I am not good with budgeting. I have a rough idea of what I should spend, but often get distracted and don’t pay close attention.
My husband and
