What Can We Do NOW?
Admittedly we are not Certified Public Accountants and so we [...]
The Tax Cuts and Jobs Act: What You Need to Know (Part 2)
Granted, the tax bill and the media will continue to [...]
The Tax Cuts and Jobs Act: What You Need to Know (Part 1)
The Tax Cuts and Jobs Act is voluminous, so I [...]
The 2016 Election, the Financial Markets and Your Investments: Stay the Course
Clearly, the historical data shows the markets' performance being positive [...]
HISTORY OF STOCK MARKET RECOVERIES AFTER MAJOR WORLD EVENTS
U.S. Market Recovery After Financial Crises: All-Stock Portfolio Stock prices [...]
Just GET the Market
Why the difference you ask? When investors panic upon hearing/seeing [...]
WHEN TO CONSULT A FEE-ONLY CERTIFIED FINANCIAL PLANNER™
When people don’t know what they don’t know, it may [...]
Women & Men: Retirement Gender Gap or Not?
Overall, the study reports that women lag behind men in money management skills and investing - the very basics of financial fitness. Sadly, only 16% of women report that they have
What is wealth? Wooden Leadership
Curious to me, that despite the magnificent winning record during those glory years, Andy said that Coach Wooden didn’t talk about winning. He focused on
Time’s Take On Women As The Richer Sex
The March 26, 2012 Time Magazine cover depicts a figure [...]
A Clarion call for planning, not trading!
Today, as you most likely already heard, the DOW Jones [...]
Managing Risk – Part 1
How you're managing risk determines the success of your investing [...]
Benchmarks – What is a benchmark and where does it come from?
On Women and Money last week, we frequently mentioned "the [...]
What Kind Of Investor D’You Wanna Be?
It was a question I asked a new customer this [...]
100th Post – What I’m Known For
What am I “known for”? Thanksgiving gathers us together to [...]
Annual Cocoa Beach Aunts & Cousins Reunion
Well I was informed this Christmas that last year's Cocoa [...]
Tax Day Reliefs!
Well the only good thing about a stock market decline is that we owe LESS taxes on the earnings...ahem, I mean on the lack-of-earnings. In fact, it gets better. We can (and should) take up to $3,000 of losses over and above those which offset our capital gains, as a tax loss.
Fighting Fears of Becoming a Bag Lady in a Failing Economy
Many women fear becoming a bag lady in this troubled economy and are searching for ways to spend less to better ensure their money lasts as long as they do.Because we cannot control the economy or the stock and bond markets' rise or fall, we may be tempted to live our lives as if this current state of contraction would last our lifetimes. Surely it will not.