Being Financially Fit
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 MoreFear of Being a Bag Lady
Don’t let the fear of being a bag lady keep you from enjoying life. Over the years I have counseled many women both as part of a couple and as a single woman. Whether it was as part of couple where they had decided to retire or a single Mom trying to pay off a…
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 MoreFinancially Fit in 2024
As the start of a new year is upon us we tend to make “New Year’s Resolutions”. Often times we resolve to work on our health and fitness and tell ourselves “This is the year to get fit”! As an exercise person myself, I don’t disagree that staying physically fit is a priority but what…
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