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Spring Cleaning Your Financial Closet
by Stacy Francis, CFP®, CDFA Spring is a time of renewal, which means there’s no better time than now to dust off your personal budget, dig the change out from under your sofa, and clean the cobwebs off your savings plan. So how do you get started? Begin by reviewing...
The Benefits and Risks of Owning a Home
by Stacy Francis, CFP®, CDFA With all of the excitement in real estate lately, you might be wondering if you should take the plunge and buy a home. Homeownership has many advantages – both financial and personal. But there are many things to consider before you jump...
Be Your Own Knight in Shining Armor
by Stacy Francis, CFP®, CDFAAre you still looking for your knight in shining armor? Or have you already found him? Either way you have your work cut out for you when it comes to finances!$ More than 50 percent of all marriages fail.$ After a divorce, the average woman...
How To Increase Your Retirement Confidence
by Manisha Thakor How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great.Consider this comparative data from an annual study by the Employee Benefit Research Institute:In 2007, the...
Why Your Retirement Account May Be Underperforming
by Ann Wilson It’s not the pot, it’s the ingredients that stink! “I don’t want to invest in the stock market. I’ve got an ISA/ Pension/ Superannuation/ Retirement Annuity/ 401K and it is doing terribly”. I get emails like this almost everyday and it makes me mad. Not...
The 5 Most Common Mistakes Investors Make
by Manisha Thakor As a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?” You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid...
There’s No Freedom in Waiting to be Rich
by Ann WilsonIt’s one of the most basic questions ever: What do you and 99% of the population want most?Most people will say “More money.” Specifically, we want to be rich. Who wouldn’t? If you’re rich, you really don’t have much to worry about, except maybe what to...
Active Versus Passive Investing: Which Is Right For You?
by Manisha Thakor Picture this. Two cars are driving down a three-lane highway. A red sports car is darting between all three lanes trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, steadily going the speed limit. Suddenly a...
How Breathing Can Save Your Finances…
by Jillian Beirne DaviI’m known for saying that Money is a HUMAN made tool. And humans are emotional. Therefore money is emotional.(Even though it doesn’t have to be.)Money follows the simple laws of cause and effect. You GIVE to the world a specific...
3 Reasons We Overspend
by Manisha Thakor Does your actual spending significantly surpass your budget? Have you ever set a financial goal only to find that your actual spending significantly surpassed your budget? When you have the best of intentions to create financial health, why is it so...
Changing Your Name? Avoid Identity Theft in the Process
by Paige Calahan If you're getting married and plan to change your name after the wedding, there are a few things you should know about the process to avoid identity theft and fraud. Changing your name isn't difficult, and with these tips, you'll reduce the risk of...
How to Start Investing in the Stock Market
by Ann Wilson Investing in the Stock Market isn’t difficult or complicated, but like so many things in life we can make it so. I have found that the most successful strategies are usually the simplest. Why? Because: They are easy to implement; They are easy to keep...
The Power of Patient Investing
by Manisha ThakorHave you ever been tempted to “play the stock market” by following a hot tip, only to watch your shares plummet? Do you want to invest, but feel overwhelmed by all of your choices? How do you know if you should invest in stocks at all? As a female...
What Are Your Financial Priorities?
by Manisha ThakorAs we enter the warm, playful days of summer, it may be difficult to turn our attention to the cold reality of personal finance. Yet as any financial expert will say, to continue enjoying our lives to the fullest, it is essential to plan for our...
5 Common Saving Strategies… That Can Lead to Overspending
by Manisha Thakor In the event of an emergency, over half of Americans would struggle to come up with $2,000 according to a study by the National Bureau of Economic Research. Many of us want to save more, but is it possible that in trying to save money you could...
Money Talks. Are You Listening?
by Liz WolfeA hot topic in the news these days is why the “1%” have such a disproportionately large amount of accumulated wealth in comparison to other 99%. Perhaps you've seen the video that went viral (almost 7 million views to date) that demonstrates this...
What Financial Documents Should I Collect During Divorce?
by Sherri Donovan, Esq Marriage is an economic partnership. You have a right to all records affecting the finances of you or your spouse. It does not matter in whose name the papers and accounts are kept. It will be cheaper, easier and faster if you collect as much...
How to Make Your Retirement Dream a Reality
by Manisha Thakor For entirely too many hard-working folks, there is a significant gap between the retirement life they desire and the one they will be able to afford if they do not adequately prepare for the future. Traditional goals such as living in an inviting...
What to Do If You Struggle to Save Money
by Jillian Beirne DaviOne thing that I see many women struggle with as a personal finance coach is that they have trouble saving money on a consistent basis.Sure, they may put some money aside when they receive a lump sum, but making it a regular habit is a bit...
The Marriage of Love & Money: How to Protect Yourself From Financial Heartbreak
by Manisha ThakorWhat’s going on (financially) in the private lives of couples across America? As someone who earns a living providing financial advice for women, I’m fascinated by this question. A 2013 study about the money behavior of mates conducted by Learnvest...
What Does ‘Having It All’ Mean to You?
by Laura BergerDo you have it all? Or perhaps you feel trapped in a cycle of your own doing that could lead to your undoing? I am extremely thankful for my clients, but not for the state in which they come to me, as it is often the latter.Helping women “have it all”...
