Cookie Consent by TermsFeed

Smart Women Tips

Smart Women Tip #15 – Estate Planning: Planning for the Unexpected

Almost 20 years ago when my mother married my step-father, they came to me for estate and financial planning.  My parents created their own trusts and set-up some assets in joint accounts.  To simplify things, they consolidated all financial assets into a brokerage account with American Express Financial Advisors, and I was their financial planner. …

Smart Women Tip #15 – Estate Planning: Planning for the Unexpected Read More »

Smart Women Tip: #14 – Could Your Money Personality be Sabotaging Your Marriage?

It’s hard to believe that my husband, Mark, and I just celebrated our 32nd anniversary this month. I am truly blessed to have such a wonderful relationship with my husband. He’s not only my partner, but he’s also my best friend and loudest cheerleader. Our marriage has always been strong, but I confess that I …

Smart Women Tip: #14 – Could Your Money Personality be Sabotaging Your Marriage? Read More »

Smart Money Tip #7: Don’t Treat Your Business Like a Cash Cow!

Whether you currently or are considering owning a business, are self-employed, or a commissioned-based sales person, today’s tip is specifically for YOU! One of the biggest mistakes I have noticed many female entrepreneurs make is when they don’t treat their businesses like a business. This happens when owners don’t respect their money and they fail to treat their …

Smart Money Tip #7: Don’t Treat Your Business Like a Cash Cow! Read More »