Posts

Forward-Thinking Tax Strategies to Implement This Year

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

Women and Financial Education: Start Learning Now!

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Women have something in common when it comes to their money:…

Getting On The Same Page: Investing With Your Spouse

Are we speaking a different language? Financial experts, thought…

Where Creativity and Finance Connect

It was a beautiful sunny Saturday afternoon and the light was…

Women and the Media, Revisited.

Last week, I attended a screening of Jennifer Seibel Newsom's…

Book Review: Small Business Taxes Made Easy, 2nd edition, by Eva Rosenberg.

As a financial advisor, I’ve read my share of tax books. So,…

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.

Girls Gotta Do Business

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It was my pleasure to moderate a panel of women who have made…

"Making Home Affordable"

On my last visit, we got into a chat about money because Trudy had just completed a loan modification and was more than happy to share the details with me. I was very interested because I knew banks were considering loan modifications, but hadn’t heard of anyone actually getting one.