Many women want professional investment advice as soon as they have enough money saved, but they aren’t sure how to select a financial advisor. The variety of credentials and services can be overwhelming and confusing. The products and services offered by a financial advisor is a good starting point for making your selection. If an investment firm or advisor doesn’t have the products or services you want, you can quickly move to your next possible choice. Advisor’s offerings will depend on their area of expertise, and also, the level of their clients’ wealth; the two are … [Read more...]
Don’t You Love That Vacation Clarity?
April 4, 2011 By Leave a Comment
Have you ever noticed how your mind gets uncluttered while you are on vacation, then on the flight home you can’t write fast enough as new and inspiring ideas pour out of your mind? Recently, I was on the flight back to Austin after an energizing ski trip in Park City; I spent half an hour mapping out a plan that would create a significant improvement in my financial life. I’m now on the verge of a large empty nest and two sons in college, so it definitely feels like a time of transition in so many ways, including my personal finances. This plan had come to me briefly in passing moments … [Read more...]
What is Beautiful about Investing?
January 12, 2011 By Leave a Comment
This week my Austin home finally cleared out from the holidays as I dropped off my son at the airport to return to college in snowy Denver. (Thank goodness for Southwest airlines $47 one way rates!) As sadness overtook me while I watched him in line as I drove away, I had a profound sense of gratitude that he is capable of going to college, and that we are financially able to provide college funding for him. There are varying opinions about whether or not parents should fund college for their kids, but like most things in life, I think it depends on the situation. Regardless, the money for … [Read more...]
Vacation Plan or Financial Plan
June 1, 2009 By Leave a Comment
Did you know that most people spend more time planning their vacations than they do creating a long term investment plan? Perhaps this is because of the shorter time limitations for vacation planning. There is a sense of urgency about summer planning in February. By mid April urgency grows into stress and by early June stress becomes panic. When children are involved, the intensity is magnified due to the planning involved with summer camps and additional child care. Unfortunately, this same sense of urgency often does not develop with regard to creating a financial plan until … [Read more...]
