What to do if you've experienced a layoff (or just quit your job)
If you're experiencing a layoff, I'm sorry to hear it! As always, I'm here to offer a few ideas to help you stay grounded, organized & focused on the next steps. Review your Budget & Spending Plan. Whenever I go through a big...Read More
5 Ways to Recession Proof Your Finances
For me, financial advice should stand the test of time. That said, the advice I give during a down market is markedly similar to what I'd give if the market is doing well. My recommendation to maintain an emergency fund in a bank is...Read More
What's This Talk About a Recession?
In recent weeks, the word recession has started creeping into business news and financial market coverage. Is that cause for alarm or just another attention-grabbing headline? There’s no simple answer. A recession is defined as...Read More
If you’ve hired a Housekeeper, you should hire a Financial Planner!
As professional women, we outsource a lot of things. We get mani-pedis, we go out to brunch, we don’t plan our own trips, we hire wedding planners and housekeepers. We spend thousands of dollars a year at the salon having other...Read More
Getting Married or Divorced? Here where to Change your Name.
So you just got married or divorced. Either way, it's out with the old (name) and in with the new! Changing your name is a daunting task and as someone who was recently re-married in my late 30s, I feel your pain.Read More
Top 5 Favorite Financial Comentators!
Back in the day, I was definitely one of those girls who watched Suze Orman, The Profit & Shark Tank on a random weekend night. Hey, I'm a nerd when it comes to personal finance. Want to know my favorite places to nerd out about...Read More
Getting Married? Top 7 Things to talk to your Fianće about Money.
Did you or a friend get engaged during the holiday season? CONGRATULATIONS! It's a wonderful time in your life and no one knows better to advise you on how to keep it together than someone who routinely works with Married couples as...Read More
3 Questions to Ask Your Spouse that Handles the Money
There are tons of articles online about what to ask your partner or potential partner about money when you’re dating, but what about if you’re married or in a long-term committed relationship? Money is one of the #1 reasons couples break uRead More
Top 3 Tips to gain Control of your Divorce Process
Starting a divorce can feel overwhelming, scary, defeating, liberating, all of the things. The biggest concern for people reaching out to me is simply not knowing where to start. There are so many decisions to be made and so many...Read More
Contribution Limits for 2021 & 2022 Changes!
Although the end of the year is approaching, you can still make contributions to many of your Retirement accounts until you file your 2021 Income Taxes or until the tax deadline, whichever comes first. I’ve included a chart that...Read More
What's a Fiduciary?
Investopedia defines a fiduciary as follows: A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interests ahead of their own, with a duty to preserve good faith and trust....Read More
What’s Mine Is Yours? Understanding Marriage Property vs. Separate Property in Divorce
A divorce inevitably means you and your spouse will need to divide your assets, everything from your vehicles to your 401k. How in the world are you supposed to figure out who owns what or, more importantly, what portion of your shared...Read More
Why Women Quit
In a post #MeToo world where #BlackLivesMatter, companies are clamoring to add Black Women to their Advisory Boards and diversity of all kinds to their Leadership Teams. Our industry has known for a long time that #BlackWomen control...Read More
Why I Developed A Divorce Specialty
By now you likely know that my typical client is female. Usually, she’s the primary income earner in her household or is single. Often she’s the kind of girl who people admire, she’s a Mentor, she’s...Read More
PIVOT! Your Mid-Year Financial Checkup
We are half of the way through a year we were uncertain would never come! As things are starting to resemble what we remember as normal, you may find it's a good time to get re-focused on pursuing your financial goals. If you're...Read More