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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...
Demystifying Mutual Funds and ETFs
by Manisha ThakorLong-time readers of this blog know that as a financial advisor I’m passionate about helping women become more confident and excited about investing. That’s because in a world where it’s increasingly possible to live to 100, investing for the long run...
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”...
The Beauty of a Budget
by Manisha ThakorMany people think budgets are about deprivation. As a financial adviser, I feel they are about liberation. Here’s a simple three-step plan to create a budget that you will feel excited to follow.Step #1: Understand the real purpose of a...
Natural Networking
by Raleigh Mayer“Only Connect” –E.M. Forster Networking. Everybody’s doing it: Or should be.Cultivating and maintaining a wide network of personal and professional contacts is a required skill for anyone active in the business world and community environment, and...
Budgeting for Wealth: How to Create a Spending Plan You Love
by Jillian Beirne DaviSix years ago I was depressed, broke and deeply in debt. I had nowhere to turn. At the time, there was no such thing as a "Money Coach" (that I knew of...). But let me tell you, if that person existed, I would have hired them on...
How Do You Feel About the Penny?
by Carl Richards Since 2006, the American penny has cost more to make than the penny is worth. Despite that knowledge, we haven’t heard much discussion until now about stopping penny production. A few weeks ago, President Obama hinted that it may be time to say...
How Five Daily Habits Rocked My Financial World
by Jillian Beirne DaviSix years ago, I was broke. I was deeply in debt (to the tune of $30,000) and creditors called me nonstop. I felt powerless, hopeless and totally alone. It was one of the darkest times in my life. The worst part was: I thought I was...
NYC on the cheap and healthy
by Loni Markman, MA, CHHCI don't know about you but I LOVE going out to eat. I am a total foodie, however, at times it is to my detriment. The restaurants we choose are not always the healthiest no matter what the price is. Recently, a friend turned me on to this...
How a Jellyfish Can Make All the Difference – Finding the Courage to Try Again
by Monica Shah, Revenue BreakthroughThis week, I have to begin with a story – one that I feel as though many of you will relate to.When I was 10 my family went to Hawaii. It was one of our first “big” trips. It definitely beat the 12-hour car ride to visit...
Overcome (Financial) Fear With Appreciation
by Manisha Thakor"Do you ever feel that no matter how much money you earn, it is never enough?"As a financial adviser working with high net worth women and families, I have observed that even financially successful people struggle with a sense of scarcity. This may...
Retirement Savings Tips for Moms
by Jeffery SternerIf you are a mom, it’s important that you take the time to plan for your future. By knowing your options, it can help you find the best ways to invest. Here is a look at some of the choices that are available to you:Roll over your old 401(k) accounts...



