With America facing a crisis of historic proportions amid the COVID-19 pandemic, the president recently signed the $2 trillion federal aid package to provide economic support to families, business owners, and even the self-employed. Here’s what’s in the CARES Act.
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…Read More
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…Read More
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…Read More
Owning a business takes hard, often grueling, work. It’s worth it when you tap into the limitless financial potential. I coach women through the steps to entrepreneurial financial success in my $50K Wealth Multiplier Mastermind. Here’s how. If you are a business owner who is frustrated and exhausted by your career choice, you certainly aren’t…Read More
Debt. It isn’t something that discriminates based on income. Even if you have a high income, debt can still creep into your life and stay, unwanted, for a long time if you’re not careful. Even in my line of work, as a wealth manager for high income women and couples, I have worked with many…Read More
On March 4, 2019, actor Luke Perry passed away at the age of 52-years-old from a massive stroke. Perry, as many of you remember, played the heartthrob Dylan on the 90’s television drama 90210. It would seem that death and disease know no age. So while we all operate optimistically that we’ll live for a…Read More
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