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Financial Literacy

Straight Outta Business School? An Urban Dictionary Education

An Urban Dictionary Education in Terms Anyone with the Internet has probably heard of urbandictionary.com, the crowdsourced, online dictionary for slang words and phrases that contains plenty “NSFW” content. (To spare you the trouble/consequence of going there, NSFW means “Not Suitable For Work.”) Have you ever wanted something like an Urban Dictionary education to help […]


stock market volatility

Keep Calm: Don’t (Over)React to Stock Market Volatility

Stock Market Volatility Circles Back Around Stock market volatility isn’t a new concept, especially for baby boomer women who have lived through some of the market’s most tumultuous times. However, with headlines proclaiming catastrophic losses and record point drops for popular indices such as the Dow Jones Industrial Average, it can be easy to get […]


health and finances

Does Balancing Your Health and Finances = Wellness?

Wellness is a Daily Journey Your physical and financial well-being add up when you have good nutrition, proper rest and adequate exercise. In fact, study results conducted by researchers at Duke found that low credit scores could be used to predict an increased risk of cardiovascular disease. Many people may wonder why this is so, […]


how to identify a scam email

How to Identify a Scam Email or Phone Call (& How to Have Fun With It)

How to Identify a Scam Email: Exhibit A My dad got an email a few days ago. It looked like this: From: John Maryline [mailto:john.maryline@yahoo.com] Sent: Friday, February 16, 2018 1:21 PM Subject: Your ATM Cards Released.. Attention: This is to inform you that we have agreed to release your fund valued at USD $5.8 […]


2018 IRA alerts

2018 IRA Alerts Investors Will Want to Know

The tax prep season perennially stirs financial advisors to reach out to their retirement-minded clients to review asset allocation strategies. There are several 2018 IRA alerts and reminders that may make this tax season a little smoother for everyone. 2018 IRA Alerts May Affect Tax Season Strategies One strategy that received a boost in 2017 […]


car accident information

Having Car Accident Information Beforehand May Help Your Headache After

Who’s at Fault? The Money Will Speak for Itself It’s really scary to be involved in a car accident. Having all your necessary car accident information ready to go before such an event occurs will help guide you and may provide some peace of mind amid the turmoil. The story I’ll present here will highlight […]


using your assets for good

Using Your Assets for Good: Bequeathing Money to Philanthropic Causes

Consider Using Your Assets for Good if You Want to Feel Good About Giving Using your assets for good is part of the joy of having enough wealth to make a difference in the lives of others. For many people, divvying up assets can be an opportunity to think about what causes are near and […]


advice for recent widows

Advice for Recent Widows: Six Steps You Can Take for Peace of Mind

If you were recently widowed, you are likely feeling a range of emotions and are overwhelmed by the prospect of managing things on your own. Advice for recent widows will range from person to person, but the tax, estate and financial implications of this very big life change can crush the sense of competence in […]


avoid fees from free trial offers

3 Simple Ways to Avoid Fees from Free Trial Offers

Avoid Fees from Free Trial Offers By Avoiding “Free” Stuff Surely, you’ve been in this harrowing moment: You’ve got your cup of coffee, you’re going through your inbox, and your eyes dart to an email informing you that your account has been charged something you don’t remember paying for. This happens most often when we […]


sleep and finances

Did You Know? The Relationship Between Sleep and Finances is Stronger than You Thought

Getting Enough Sleep and Finances that Add Up Makes Good Sense Everyone has heard the term “beauty rest,” and it is common knowledge that sleep deprivation speeds up the aging process. But did you know that there is also a correlation between your sleep and finances? What if I told you that getting just one […]


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