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Money matters for the well-heeled woman

    January 28, 2014

    Protected: Interview with Dr. Betty Spence

    There is no excerpt because this is a protected post.

    January 11, 2014

    Creating Financial Success in 2014

    Happy New Year, 2014 has come! As one-year ends and a new one begins, many feel it is a great time to renew, refresh, and re-start in different areas of their lives. It’s like you have a new opportunity to get it right. A good friend of mine continually reminds me that I create the

    December 19, 2013

    It’s All About Giving

    It’s the most wonderful time of the year. This is one of the many songs I hear in my head as we approach the holidays. Now, I probably have you humming it in your head if you are not in full voice singing it. This is the time when giving is in the air. So

    November 07, 2013

    I’m ASHAMED

    Are you one of those women who won’t talk about your finances because you don’t want anyone to know that you are not where you should be? Or are you one of those women who’s highly educated with a list of letters behind your name but have no clue what to do when it comes

    October 26, 2013

    Are you certified?

    I had the privilege of having a wonderful conversation with Sandra Eberhard.  She is the Executive Director of WPEO DC, a regional affiliate of the Women’s Business Enterprise National Council (WBENC), the nation’s leading advocate of women-owned businesses.  If you are not familiar with the organization, it is the largest certification organization for women-owned enterprises.

    September 29, 2013

    Preparing for a Personal Financial Crisis

    As we take into account the political environment that we now live in, it is very unnerving to a lot of us as to how it’s going to affect our money, impact our lives. I find myself continually talking to clients and individuals about focusing on their goals. Explaining how we can’t spend time trying

    September 07, 2013

    Letting Go

    The longer you live the more life has a way of taking the wind out of our sails.  So after years of being with someone, you suddenly find yourself alone.  Why?  You’re going through a major life transition, divorce or death.  Of course when this happens, it’s overwhelming to say the least.  You are still

    August 15, 2013

    Opting Out – The Financial Perspective

    This past week I was reading an article in the New York Times about the Opt Out Generation Wants Back In. I thought it was an interesting perspective of women who opted to leave their high paying careers to become stay at home moms. As I read the story, I could relate since I am

    August 02, 2013

    401(k)s – What are your options?

    As you know, most of our retirement assets are held within some type of employer provided plan, mainly a 401(k). Within these plans, there can be a limited number of investment choices. And sometimes, they are not always the greatest options. It’s like  going to a boutique that only carried 2-3 shoe styles. And we

    July 14, 2013

    Embrace Change – Conversation with Marissa Levin

    It was such a pleasure talking with Marissa Levin, the owner of Information Experts, Inc.  A company she started about 19 years ago. So you may ask, what sparked her desire to becoming a business owner?  Well it was highly influenced by her past life experience working in Corporate America. While working at a company she believed

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