How to set up inheritance on an individual brokerage investment account using a TOD designation
Women
Preparing for a bat mitzvah with some tidying up
The tidying up principals of Marie Kondo applied to a jewelry box and personal finance, all part of getting to celebrate my niece’s bat mitzvah this weekend.
Affording Higher Education
How to afford higher education
Estate Planning for Everyone
Estate planning for all ages goes beyond wills and trusts
Financial Mindfulness and Covid-19
Covid-19 can teach us about mindfulness by helping align our lives with our values
Single Women and Investing
A study indicates single women aren’t as comfortable with investing as single men are. Reach out if you’re interested in getting more comfortable with investing and your financial affairs. 45% of Single Women Agree They Know A Lot About Investing A UBS investor watch study (link opens in new tab) from April 9, 2019 found […]
Women: Get Involved in Financial Independence Decisions
According to a recent UBS study, in the wake of the pandemic, “80% of women want to protect their family more than ever before”. Will they take action? Let’s change the “Women budget, men invest” cultural norm. UBS recently completed their “Own your worth 2020” (link opens in new tab) study, which examines women’s views […]
Your Parents and Financial Planning
In this article, we examine the potential impact of a parent’s financial planning (or lack thereof) on their grown children. Baby Boomers and (no) pensions The Baby Boomer generation is the among first generations where pension income is likely not their main source of retirement income. In 1978, Congress passed the Revenue Act of 1978, […]
A Sailboat and a Plan
In this article, we examine a real life example of financial planning in action. Several years ago, one of my clients came to me with a question. Can I afford to retire early? Jacki, she said, I really want to retire early. Can I afford to? (Some details have been changed to preserve client privacy.) […]
Why is it Hard for Millenial Women to Save for Retirement?
In this article, we look at millennials and retirement savings. Millennial women may be saving less than millennial men Millennials are the generation of people born between about 1981 – 1996, according to Wikipedia (link opens in new tab). Recent research (link opens in new tab) indicates that millennial women are contributing 5% of their […]
Costly Women’s Investment Gap
In this article, we look at a potentially costly mistake women make with money. Women budget, men invest – but it doesn’t have to be that way. I had a conversation the other day with another female advisor, where we discussed the need for our society need to do a better job educating women about […]