Posts

Why We Should Talk About Women’s Financial Empowerment Now More than Ever

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  Millions of women all over the world took to the…

Forward-Thinking Tax Strategies to Implement This Year

Many people dread tax season. The idea of digging through all…

Simple Money Truth # 7: You Are Your Credit Score

Your credit score is the single most important tool institutions use to determine your creditworthiness. Without a credit score of 700 or over, you won’t get the best rates on mortgages and car loans, and you may not get that apartment or job that you dream of. Your credit score can also affect the price you pay for auto insurance. A low credit score can prevent you from getting what you want or make what you get much more expensive!

Budgeting for Happiness

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One of our life's many challenges is figuring what brings…

Tax Tips for 2017: How to Make Tax Season Easier for Yourself Next Year

If you are like many of us, you are breathing a huge sigh of…
dollar bills falling from sky

Emotionally Charged Money: Inheritance

You may be one of the many Baby Boomers or  Gen-Xers who have…
Easy English Dictionary

Finglish Lesson #3: "Fiscal Cliff" and "Taxageddon"

The "fiscal cliff" and "taxageddon" refer to a convergence of…
The Behavior Gap

Book Review: The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money

As a financial advisor, I published my free ebook, The 10 Simple Truths About Money, because I strongly believe that it’s true that, “Learning financial concepts and managing money can be intimidating, but it doesn’t have to be. There are simple truths about money that can change your life.”
Carol Moretti (seated) and Lisa Deane

Walking Away from a Mortgage - Is It a Viable Option?

During the peak of the real estate buying frenzy (2005–2007)…
Carol Moretti (seated) and Lisa Deane

Women and Money: Women Have Unique Financial Planning Needs

In my living room sat an architect, a CPA, a healthcare executive, a innovation consultant, a marketing and branding expert, a retired attorney, a writer for the Huffington Post, a clutter coach, an interior designer, a home staging specialist, a jewelry designer, a technical writer, and a newspaper columnist.