If you’re worried that what you don’t know about this 1,000+ page tax reform bill may cost you BIG, click here to get my list of specific provisions and interpretations most relevant to you since final version of the bill has been … Continue reading →
When people don’t know what they don’t know, it may well feel difficult to discern when to consult a CERTIFIED FINANCIAL PLANNER™. Typically folks approach a challenge thinking there may only be 2 options…so they choose one option that appears … Continue reading →
I know for many investors, resilience is something that eludes us in times of uncertainty. Yet resilience is ultimately what keeps us investors ‘in the game’, invested IN the market, to stay! Not to jump out of and into … Continue reading →
On Women and Money last week, we frequently mentioned “the benchmark”, asset managers who didn’t beat the benchmark, stocks that are measured against an index or benchmark…and ultimately, we promised to define what a benchmark was. A benchmark, as it … Continue reading →
Recently, I saw a serious comment from a guy complaining about getting his financial advice from a woman. Presumably, he’s of the “the husband makes it:the wife spends it” school of thought. It’s not uncommon, but I can tell you … Continue reading →
