SHE Talks Money

07/16/2024

Working with a few-only advisor helps mitigate situations like this.

How high fees and low returns hurt a nonprofit that trusted a local financial adviser

06/20/2024

Beneficiary designations are so important. Check yours regularly and make sure they match your estate plan.

A legal fight over a forgotten form offers a cautionary tale

01/13/2024

Taking a news break may make you feel better about more than the economy.

The media has been more negative about the economy than the underlying data would suggest, a new study found. The tone of economy stories since 2018 doesn't match variables such as GDP, inflation, and unemployment. This may have fueled a disconnect between how the economy performs and how people thi...

02/10/2023

What I’m reading this morning...
Investing in ourselves and those around us is a key indicator of happiness and a good life. Do you struggle with finding the balance or the time to give your important connections the attention they need to thrive?

The Harvard Study of Adult Development has established a strong correlation between deep relationships and well-being. The question is, how does a person nurture those deep relationships?

11/05/2021

These were too yummy to wait for the picture 😋 Thank you for providing a sweet treat for our first hour back. So wonderful to see everyone!!!

12/04/2020

You’re invited to a and Practice Ignition Virtual Roadshow: DEC 9TH at 9AM EST.

Join Chris Hardy, CFP®, EA, ChFC®, CLU®, NTPIFellow and Tracey Ann, MSW, CFP®, EA, NTPI Fellow®️ of Paramount Tax & Accounting, Ryan Embree of Practice Ignition and me as we reflect on 2020 and discuss the tactical tips we can bring into 2021.

In this session we'll share:
*Key learnings from adapting to a virtual environment with clients & employees
*What success looks like in 2021
*Special updates from Xero & Practice Ignition Register here: https://lnkd.in/gcPJk-h

07/24/2020

Short read of the benefits and pitfalls of today’s government spending.

Budget constraints have gone missing. That presents both danger and opportunity

07/10/2019

After a decade hedge funds have a win for the first 1/2 of the year, but they STILL did not manage to beat the S&P 500. Just goes to show that stock picking/timing the market doesn't work for even the most informed investors.

Give a hearty golf clap to hedge funds

06/07/2019

It’s confusing... fee-only vs fee-based...but only one puts your best interests first 100% of the time. Make sure you’re working with a fee-only fiduciary planner. It makes a huge difference.

06/02/2019

Some solid advice here on managing your finances if you’re struggling to break the paycheck to paycheck cycle.

A combination of factors—the shadow of the 2007-09 recession, mounting student debt and a changing job market—are hindering millennials’ financial progress. In response to readers’ requests, here is a three-part guide.