Insights

Should You Pursue the FIRE Movement?

Should You Pursue the FIRE Movement?

It may be what you’re ultimately striving for, it may not: here’s why. There is a lot of recent attention given to this laudable goal of reaching FIRE: Financial Independence Retire Early movement. I guess on the one hand retiring at age 35 or 45 does sound dreamy,...

read more
5 Financial Facts Women Should Know

5 Financial Facts Women Should Know

Are you knowledgeable enough to manage your money so it lasts a lifetime? If you didn’t answer with a resounding “YES,” it’s time to focus on your financial education. This is especially important if you’re a woman. Too many women aren’t proactive about knowing the...

read more
The Bad Financial Advice Women Should Stop Taking

The Bad Financial Advice Women Should Stop Taking

Women tend to be the most vulnerable when it comes to taking bad financial advice. Of course, behind every data point is a real story of a real woman who thought she was getting good advice, but it eventually led to less than great, or maybe even disastrous, long-term...

read more
6 Ways Women Can Become Better Investors

6 Ways Women Can Become Better Investors

Do you find yourself deferring to men when it comes to planning your financial future? If you answered “yes” to that question, you’re not alone. A recent study by MassMutual found that only 26 percent of women are confident making their own financial decisions. But...

read more
5 Things Rich People Don’t Say about Money

5 Things Rich People Don’t Say about Money

When it comes to having enough money to fully fund retirement, 67 percent of working Americans believe they are losing ground. If you share those concerns, you have a few choices: You can give up. You can buy more lottery tickets. You can hope for the best. You can...

read more
The 4 Financial Habits of Successful Women

The 4 Financial Habits of Successful Women

One of the best parts of hosting my Profit Boss Radio podcast is interviewing incredible women who generously share their financial journeys. I learn so much from their personal stories and advice, and you can, too. In the past few months, I found three women...

read more
You’re Not Thriving Financially? Here’s Why

You’re Not Thriving Financially? Here’s Why

You know those parts of your life that seem stuck in a rut? Instead of taking action, you’re likely tolerating the static situation. Your rut might be about your diet or fitness level. Perhaps it’s a particularly challenging relationship. It might even be intangible,...

read more
10 Steps to Ensure You Won’t Outlive Your Money

10 Steps to Ensure You Won’t Outlive Your Money

Good morning and happy Friday! Quality of life during retirement and end-of-life planning are some of the top concerns my clients have. I put together this infographic to help you map out what steps you can take to ensure you won't outlive your money, and be able to...

read more