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Financial advisor

10 Habits of High Net-Worth Women

As a financial advisor, I have occasionally found myself feeling envious of certain clients. Not because of their wealth — but because they were disciplined and determined enough to do all the right things that enabled them to accumulate their...

8 Ways Your Upbringing Can Affect Your Money Habits

Whether we realize it or not, how we were raised has a tremendous impact on how we make decisions as adults. Sometimes the results are positive, certainly. But other times the results are detrimental to our well-being, especially when it comes to...

Do I Really Need a Financial Advisor?

While many people avoid working with a financial advisor because of the presumed cost, hiring a trustworthy, qualified advisor can actually be the best investment you make. Experts generally recommend seeking out an advisor prior to a major life...

10 Reasons You’re Not Rich Yet

Common stumbling blocks and how to overcome them, now.

In Case of Emergency

Three in 10 people will need it, but many won’t have it. Do you?

A Simple Way to Save for Retirement

"I keep hearing about target-date funds. What exactly are they, how do they work and are they right for me?" —Alisa, Seattle, WA Ask many bright, accomplished woman about "diversification" and "rebalancing" and chances are you'll still get blank...

Ask An Advisor: What Do You Think About Peer-to-Peer Lending?

I've been looking into peer-to-peer lending as a possible "outside the stock market" investing option and like the idea of helping other people start businesses or get out of debt. What are your thoughts? --Jen, Flagstaff, AZ I’m happy to see...

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