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Should I Have a Backdoor Roth IRA?

August 17, 2019

Articles, Investing, Personal Finance, Wealth Mindset

You’ve heard about this thing called a ‘backdoor Roth IRA,’ but what is it exactly, who uses it, and when is the right time to consider it? First, a little preamble. Roth IRAs are a wonderfully tax-advantaged retirement savings account that allow you to save and grow your money tax-free after you pay taxes on…

10 Reasons to Get Your Will Done Today

July 16, 2019

Articles, Personal Finance

If you haven’t created your will and living trust yet, let’s get it done. Here are the ten reasons to get your will and other estate planning documents done today!

Should You Buy or Lease a New Car?

July 3, 2019

Articles, Personal Finance, Women & Money

Buying versus leasing a new car… what is the better choice from a financial perspective? This is a question many car shoppers wonder as they try to reconcile the car they want to drive with what they can afford to pay. From renting designer clothes to rent-to-buy home furnishings, people today are more comfortable than…

What is a Fiduciary? More importantly, why should you care?

June 13, 2019

Articles, Personal Finance, Wealth Mindset, Women & Money

Ok, so I abhor using financial jargon. My audience has no use for it… usually. The term fiduciary, however, is one term that I want all my listeners, readers, clients, family, and friends to know and understand fully. It’s THE word that carries more weight than titles and designations. The word “fiduciary” serves as a…

The 10 Reasons People Fail Financially

May 23, 2019

Articles, Personal Finance, Women & Money

Here are ten reasons you may not be achieving your financial goals and what you can do instead to overcome any pesky barriers.

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Should I Have a Backdoor Roth IRA?

10 Reasons to Get Your Will Done Today

Should You Buy or Lease a New Car?

What is a Fiduciary? More importantly, why should you care?

The 10 Reasons People Fail Financially

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