Taking care of your money is an act of self love. Love and care for your money and it will love and care for you right back. Today is Valentine’s Day and I think it's a good day to think about love — whether it's romantic, platonic, or familial. I… Continue Reading..
Everybody dies; it’s as inevitable as taxes. Instead of fearing it, look at it as an opportunity to get your financial house in order. Pre-planning and pre-funding your funeral, and final resting place allow you to shield your family from exorbitant funeral-related bills. Creating a will is an easy step… Continue Reading..
It’s 2018 and I am going out on a limb to say Groundhog Day the motion picture has eclipsed Groundhog Day the holiday in cultural significance. The movie, starring Bill Murray and Andie MacDowell, depicts a meteorologist stuck in an endless 24-hour loop that begins with an alarm clock blaring… Continue Reading..
If anything, the #MeeToo moment has convinced me of the awesome potential and power of the young women of today. One of my clients was saying that this moment wasn’t just the result of the media attention, but also a real feeling among women that they needn’t be desperate anymore.… Continue Reading..
It’s the Annual Holiday Tipping Guide, 2017! It doesn’t seem like there have been very many changes across the sectors, but this year I would like to shine the spotlight on one person who appears in these guides every year, but is often underappreciated. I’m talking about the teachers. Ethics… Continue Reading..
This year after Thanksgiving dinner, my friends and I were enjoying our coffee when the topic predictably turned to Black Friday. They were planning on getting up at five o'clock in the morning in order to get a $20 discount along with a few other bargains! I considered standing in… Continue Reading..
Recently I had the enormous pleasure of taking in the sights and sounds of some more tropical latitudes in Fort Lauderdale and then Cancun. Fort Lauderdale was first, where I attended a seminar full of like-minded people and I learned to focus on my intentions with my mentor, Fabienne Fredrickson… Continue Reading..
UPDATE — December 20, 2017 It’s barely been a month since I wrote this article and Bitcoin has more than doubled in value. The network of computers that make up Bitcoin’s backbone now use more electricity than Denmark. By 2020, the network will use more electricity than the United States.… Continue Reading..
On October 20, I along with 19 other women were honored by the Women’s Business Development Council of Connecticut. Some of us were there to celebrate our staying power (over 20 years in business for me!) — and others were there for being revolutionaries in the short time they’ve been… Continue Reading..
My favorite part of being a Financial Concierge is forming lasting relationships with my clients. Part of the skill set for helping people over so many years is being able to adapt to their changing needs. Recently I had the opportunity to help someone apply for Medicaid. When I first… Continue Reading..