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Financial Planning

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How Much Life Insurance Do I Need?

My husband and I each got $500,000 life insurance term policies after our second child was born. We both work, though I am an entrepreneur so my income fluctuates. His friends have told him their wives have no life insurance or only a small...

My First Step Out of Debt

It’s ironic -- and hard to admit -- that, while I advise clients on money management, my husband and I have racked up $40,000 of credit card debt. That's why a few weeks ago, in order to save money, I moved to my dad’s house with my husband and...

3 Reasons to Fire Your Planner

It has been a terrible year. Your investments got clobbered, and you have no idea where you stand in terms of your overall financial plan.Is it time to fire your financial adviser?Maybe. The following reality checks will help you decide: Focus....

A Financial Planner Admits Her Money Mistakes

Today’s post is part of a new series called “Life by De$ign,” which explores non-traditional choices that women make in order to make their finances work. I’m a 33-year-old financial advisor, and you can call me Joanna. I invest and manage...

10 Questions to Ask a Financial Advisor

As important as it is to understand the fundamentals of financial planning, the reality is most of us don’t have the time, knowledge and/or interest to create, implement, monitor and update a comprehensive financial plan. Working with a qualified...

Protecting Your Plan

You’ve consulted with your adviser about your portfolio and estate. Now it’s time to talk about an issue you might not have considered: an integrated insurance plan. “Too many people believe that a financial plan is about saving and investing,”...

Plot Your Course with a Financial Planner

You talk a good game about hiring a financial planner. But do you know what you should discuss—or how often you should meet—with your adviser? “Women tend to think differently about money than men,” says Susan John, chair of the National...

Top 10 Money Apps for Blackberry or iPhone

Some of the women in my SIMPLY MONEY group have gotten creative!. One woman posted to the group if anyone knew an expense tracking application for her Blackberry and her fiance's iPhone. Within minutes, Darlene offered this site:...

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