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A Woman’s Guide to a Pleasant Retirement
How to Overcome the Midwestern Money Mindset and Give Yourself the Four Permissions
Clarity Wins
By: Rachel Krabill, Administrative Assistant “So… what just happened back there?” My husband and I were sitting in our car wondering how the conversation we’d just had with a financial professional had seemed so clear and concise while we were in his office,...
Review Meetings Cover More than Just the Numbers
By: Liz Hand, CFP (R) During our just-concluded spring review session, we asked clients to look at a few areas of life that matter most: Joy, Satisfaction, Health, Family, and Friends/Community. We got quite a few side-eyes while clients filled out the questionnaire...We’re giving the boot to “Bag Lady Syndrome” on this International Women’s Day
A universal fear of women with a portfolio size from 5 figures to 8 figures is that there might be a day when she will become a bag lady because of a poor decision today. This is not a common fear of men. It is pervasive with women. No amount of statistics-spewing or...
Predicting the Future
The great baseball philosopher Yogi Berra supposedly said, “It’s tough to make predictions, especially about the future.” He is right. But we do it anyhow. Half of my friends are confidently predicting a crash is coming. But the remaining half of my friends are...