Take Time to Learn This Fall

While on the topic of returning to school, when was the last time that you took a class? As women, we often put our own personal growth on hold, but maybe this fall is the perfect time for you to do something for yourself. I’ll admit, I have an addiction to school, and I’m constantly [...]

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Do You Have Life Transitions Now?

As a woman, late August likely brings feelings of transitions, whether from childhood memories, or watching your own children or grandchildren take that giant leap to the next school year. I recall how big that leap felt when I was in elementary school, and now I have recently returned from taking my first son to [...]

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Lunch Atop the World Trade Center

In 1998 my mother and I saw Maria Bartiromo on the packed floor of the NYSE (New York Stock Exchange) on a trip to New York City to celebrate my mom’s birthday. We had lunch on top of the World Trade Center afterward, and I recall that my mother had California Rolls for the first [...]

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Is your Financial Advisor Legally Obligated to Your Best Interests?

Does your financial advisor have a fiduciary responsibility to you? This is one of the most important questions that you should ask anyone that you’re thinking of hiring to manage your money, yet many investors don’t understand just what this means. I hope you’ll take a minute to read a Forbes article that explains more [...]

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Nest Egg News, August 1, 2010

This week I’m finishing up The Language of Money course personally taught by Anne McKevitt. Anne is an incredible self-made woman who has overcome enormous obstacles to get to where she is today.  Just to give you an idea of what I mean when I say incredible, Anne is a member of President Bill Clinton’s [...]

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