After Loss Services
Market Volatility and Investing
With decades of experience working with clients’ portfolios I know how market volatility makes investors uncomfortable. Every time the markets would have big swings up or down, I would get a call from a few clients wondering if they needed to make changes to their portfolio. Despite having built good solid portfolios with high quality…
Read MoreDecision Making During Grief
I don’t have a psychology degree nor have I studied grief. However, I have experienced grief in two areas – my divorce, and the death of my father. I also work with women going through a divorce or settling the estate of loved ones so I see if often. This blog is not about the…
Read MoreWhy You Need Your Own Credit Card
One of the tenets of good financial well-being is making sure you have your own credit card. Having your own credit card will give you the power to be able to pay for an emergency situation such as a medical bill, car or home repair, or a plane ticket to visit a loved one in…
Read MoreHow to Handle Sudden Wealth
Sudden wealth can be a result of many different situations; inheritance, sale of a business, and even divorce. Any of these financial windfalls can also be accompanied by an emotional burden. How do I honor the loved one that left me the money? How do I honor myself by taking care of the hard-earned money…
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