I am excited to announce the release of my new book, Manage Your Financial Life: Just Starting Out, which is a comprehensive, easy-to-understand guide to help those in the early stages of their careers become more knowledgeable about their finances. See the link to the press release below. Press Release
Money Smart Week event
Money Smart Week is a national collaboration of financial institutions, non-profits, libraries, universities, and government agencies offering thousands of free classes to promote financial literacy. Join me Tuesday, April 24th 7pm at the Skokie Public Library Business Center for a discussion of a practical system for managing one’s financial life that focuses on women’s needs. Please register in advance. The link below provides details. Money Smart Week Skokie Library April 24, 2018
Unorthodox Retirement Strategies That Actually Work
Planning for retirement looks very different than it did for previous generations. Most Americans working today do not have a defined benefit pension plan, or a traditional pension. The primary sources of retirement funds come from defined contribution pension plans, such as 401(k)s and 403(b)s, and from IRAs. In her piece, “11 Unorthodox Retirement Strategies That Actually Work”, Karen Doyle shares retirement planning ideas that diverge from traditional approaches. These strategies – mine and those of other financial experts – are helpful for all of us to consider. See link below. Karen Doyle “11 Unorthodox Retirement Strategies That Actually Work” www.gobankingrates.com GOBankingRates
Creative Approaches to Philanthropy
Managing your financial life also involves philanthropy, or investing in others. November is a time when we all think about giving back. There are many facets to philanthropy besides contributing financially. We have numerous opportunities to support important causes and not all involve money. You can donate items, give your time, or share a talent. In this guest column for the Daily Herald Business Ledger, I profile two impactful organizations that enable you to give in innovative ways. Check out the full article below:
Fianancial Advice: Things Women Over 40 Should Know About Money
Karen Doyle quoted me in an article she published on www.gobankingrates.com, on Money Facts women over 40 should know. Educating yourself about finance and investing is important for all of us, especially for women. During our lifetime, most of us go through transitions with a financial impact – marriage, homeownership, parenthood, starting a business, divorce, widowhood. In her piece, “40 Things Women Over 40 Need to Know About Money”, Karen Doyle shares financial advice for women in middle life and beyond. The 40 points raised – mine and those of other financial experts – address many essential topics all women should consider as they plan for their future. Check out the full article below.
A Book to Help Women Take A Thoughtful Approach to Managing Finances
Holly Osterman at Empartnow.com reviewed Manage Your Financial Life and described it as a good start for women who are trying to become better informed and take a more thoughtful approach to managing finances. See the full article below.
WIN Podcast – Get Your Finances in Order During National Self Improvement Month
Elisbeth Embry of featured me on her Women Investing Network (WIN) podcast, where many topics were discussed that will help all of us take control of our financial lives. See the transcript from the segment of my interview.
Savvy Financial Advice For Women Book profiled on Niecyisms & Nestlings
Manage Your Financial Life was reviewed by Niecyisms & Nestlings where the reviewer, Murray Wong noted that “Manage Your Financial Life is a comprehensive, yet basic approach for women, and of course, men to utilize as a framework for building their financial profiles.” The review is light and incredibly entertaining. Check out the full review below.
Financial Advice: Sensible Enough for Men But Made For Women
Manage Your Financial Life was my first book and it is geared towards women. Marsha’s Spot blog reviewed the book and noted: “I appreciate that the book is written to be geared towards women, but I can see that any man would also gain from the book.” Check out the full review below:
Demystifying – Bullish or Bearish
The terms bullish and bearish are used to describe an outlook for financial markets. A bull thrusts his horns up when he does battle. A bear swings his or her arms down when he or she fights. If you are bullish, you think that the market will rise. The term bull market is often used to describe a continuous period of rising values. If you are bearish, you think that the market will decline. A correction is often used to describe a decline of 10 percent or more in the market. Some investors refer to a decline of more than 20 percent as a bear market.