The Truth About the Bridge from Here to There

You’ve painted a picture in your head of what your life would be like if you accomplished a certain financial goal, haven’t you? You keep saying, “If I could just [fill in the blank] then things will be different.” You’ve seen other people do it and you know it’s possible. But how confident are you that you have the best plan to get you there? Before wasting any more time or effort, you need

5 Expert Tips to Help You Retire

Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m

A Financial Checklist You Can Handle

Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes becomes overwhelming as the months go by. The question is, how can you stay motivated to meet your financial goals throughout the year?Financial tips for every monthFor many people, checking off items on a long list of to-dos brings a great sense of satisfaction. To help

5 Tips for Managing Your Credit Cards

Credit cards can help you build credit history and, if managed properly, help improve your credit score. Here are 5 tips for getting the most out of your credit cards.

Is That a Good Choice?

The cute little 7-year-old girl was all smiles when she attempted to lean the chair back on it’s legs and balance without support. As I sprinted across the room to catch her as she fell I heard her mother calmly say (as if in slow motion), “Is that a good choice?” I saw the girl’s smile fade as she realized the risk she was taking and returned the chair to the upright position without falling.

Your 401(k) Is Not An ATM: 6 Things to Consider Before Taking a Loan from Your Retirement Plan

If you are considering taking a loan from your retirement plan to bridge a financial gap, pause for a minute. This is a major decision that should not be made lightly, as there are consequences that could affect your ability to fund your future retirement. Here are six things you need to be aware of before you borrow from your 401(k) savings.

Socially Responsible Investing

You may have heard it called "green investing," or "values-based investing," but what do those terms mean? What is socially responsible investing? According to The Forum for Sustainable and Responsible Investment, sustainable, responsible, and impact investing (also called "SRI" or "socially responsible investing") is "an investment discipline that considers environmental, social, and

Am I Making the Best Decisions with My Money?

If $1,000 fell into your lap tomorrow, how would you spend it? Would you tackle a home decorating project, upgrade your wardrobe, fix that nagging car maintenance issue, take a vacation, sign your kids up for summer camp, or put it in your savings account for a rainy day? If you’re like me, there are always a gazillion things I want – some are practical, some make no financial sense at all.

How to Turn the Tables on Your Budget

Ladies, it pains me to tell you that we are more confident in our ability to follow a budget than to invest our money and allow it to work for us. Many women handle the household finances, including preparing and following a budget, but according to a recent study by BlackRock, only 38% of U.S. women invest in the financial markets and more than half (55%) say investing is not for "people like

5 Financial Spring Cleaning Tips

Spring is in the air, which for many means waking up from hibernation and cleaning out the clutter. Don’t forget about clearing the cobwebs from your “financial house,” too! Even if you recently took a look at your finances as you prepared for tax season, here are five areas that could use your attention.1. Dust off your credit report and scoreIf you’re concerned about identity theft or you’re

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