Widow and Wisdom-And Women

Posted by on Mar 12, 2018 in Blog |

As I write today the date is March 8th and it is a special day!  Did I know how special when I woke up this morning?  Nope. The day started early, wake up at 4:30 a.m. to take care of the pets and get a work out in on my basement elliptical while watching my MarketWatch talk shows on DVR.  The morning routine continued-coffee- kids’ lunches-dinner in crockpot-laundry-shower-prep for work-coffee.  6:15 a.m. and ready to go!   And what to my...

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The Courage to Underperform

Posted by on Feb 13, 2018 in Blog |

This was the title of an article I read many years ago by Nick Murray. Nick is a financial expert and author of many books for the financial advisory business. The headline caught my attention and the recent performance of the markets reminded me of his piece. He shared his thoughts, interestingly enough, when market returns were significantly negative and he as encouraging investors to remain true to their allocation regardless of short term...

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Widow and Wisdom -Decisions Under Pressure

Posted by on Nov 29, 2017 in Blog |

Today is the four-year anniversary of my husband Greg’s sudden passing.  As I sit here writing I reflect back on what had to be done in the hours after his death.  The biggest decision was how do I tell the kids that their Dad is gone.   What words do you choose for an audience of 8-year-old innocence, 11-year-old independence, and 12-year-old indifference?  How are each one of my kids going to accept these words?   The choices I made in those...

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Widow and Wisdom – Four Pieces of Wisdom, Four Years Later

Posted by on Sep 12, 2017 in Blog |

Four years ago, I uttered the words, “I don’t know what everyone is complaining about, 40 is awesome!” Just two weeks later, my husband, Gregory, died suddenly, and I became a widow and single parent of three kids under 12. Everything changed in a moment, and 40 didn’t feel so good anymore. It hasn’t been easy, but since then, I’ve gained a bit of perspective that I can share with you about how to protect your family in case of an unexpected...

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Financial Aid 101

Posted by on Jan 14, 2016 in Blog |

With the turn in the calendar year comes a new FAFSA form for the 2015 year.  FAFSA stands for ‘Free Application for Federal Student Aid’, and if you are a parent with a college student, you are unfortunately very familiar. The financial aid process can be overwhelming and cumbersome for many. However, there are some basic elements, which, if understood, can help simplify the process and help parents have a better understanding of the financial...

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Millionaire Make Up

Posted by on Jan 14, 2016 in Blog |

As a financial advisor for the last twenty years I have had a lot of conversations with clients about financial success. Most folks I speak with will often joke about how quickly I can make them into millionaires. “Next week, maybe?” ,they ask. “ Can you help me retire…… by Monday ?” For many, financial success is an elusive concept, one only the brightest of the bright, or luckiest of the lucky will ever achieve. They resign...

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