Toothpaste, Sunscreen and Retirement

Posted by on Jun 18, 2018 in Blog |

Recently I completed a book by author Charles Duhigg titled “The Power of Habit” ( Duhigg,2012). It was an interesting read about the structure and building blocks of habits and how our brain responds, both positively and negatively.  One interesting discussion was how consumer goods companies have used the science of habits to sell their products. The author tells the story of the rise of toothpaste after World War I, and how marketers and...

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Widow and Wisdom-What to look for in a Financial Advisor

Posted by on Jun 6, 2018 in Blog |

I was recently stuck in traffic on an airport shuttle bus with a group of advisors.  One advisor was referencing an older widowed client and stated, “She didn’t earn that money, so it really didn’t matter to her. Her husband was the one who worked”.  I was at first offended on a personal level but after long consideration and persuasion from my colleagues, I realized this was an opportunity.  It is an opportunity to educate...

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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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