What Every Woman Needs to Know About Investing and Financial Planning

Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.

How To Be A Golden Girl

Are you worried about ending up old and poor? President of Transamerica’s Center, Catherine Collinson, was kind enough to share her thoughts on how we can “Help Women Become Golden Girls.”

5D’s To Protecting your Portfolio From Sabotage

5D’s To Protecting your Portfolio From Sabotage

by Susan Hirshman Risks to Your Financial Portfolio The most common response to the question “What are the biggest risks to your financial portfolio?” usually has something to do with market volatility – i.e. the up and down movements of the stock market. Would your...

Big Money VS Little Money

by Stacy Francis, CFP®, CDFAThere is always that friend that makes a little bit more than you or maybe you’re the one who makes more. Regardless, once in a while that feeling of awkwardness arises when it comes time to paying the check or deciding where to go for the...

Finding the Money for a Baby

by Stacy Francis, CFP®, CDFAA new mom the second time around, of course I run into many other new moms. Despite the lack of sleep, they’re all so radiant and happy. However, when they learn that I am a financial planner, a different emotion often surfaces - the...

Money Makes the World Go Round

by Kristina LeonardiArtists and musicians do it. Actors and writers do it. Designers do it. Nonprofits and entrepreneurs do it. To some extent, we all do it. We strive to maintain our authenticity, creativity and vision of who we are and what we want to express in the...

Financial Foreplay: Are You Doing It?

by Manisha ThakorTime and again money is cited as one of the top causes for fights in relationships and divorce.  One way to prevent wallet wars is to engage in financial foreplay.   But first, some basics...What is financial foreplay? The process of getting...

The Scoop on IRAs and Tax Losses

by Stacy Francis, CFP®, CDFAMy friend who is a stockbroker wrote heaps of sell tickets for his clients back in December of last year. This may seem controversial, considering that finance gurus always advise us to sell high and buy low and it has been a long, long...

3 Signs You Are Suffering From Lifestyle Creep

Do you ever feel like your possessions are holding you hostage? Or perhaps that you’ve bitten off more stuff than you can chew?  If you’ve ever suffered the pangs of financial indigestion, you may be one of the millions of Americans suffering from… lifestyle creep.

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