As we approach the end of 2020, many of us are eager to set New Year’s resolutions – like exercising 3 times a week, drinking 8 glasses of water each day, or reading a new book a month. We all know how it ends.  By the end of January, most of us are back to […]

2020 has been a tough year and it’s almost over.  Finally.  But before you celebrate and greet 2021 with your arms wide open, make sure to check these 5 things off your financial to-do list. No matter how excited you are to say goodbye to 2020, it doesn’t mean you should leave money on the […]

I have a confession to make.  I love sweets!  I am also a huge fan of simplicity and automation, especially when it comes to my finances.  What if I told you there is a “set it and forget it” type of investment that simplifies saving for retirement and your kids’ college?  It’s like receiving a […]

What do all wealthy women have in common?  Contrary to common beliefs, it is not designer handbags, luxury cars, or custom-built vacation homes.  In fact, rich women share healthy money habits that allowed them to accumulate wealth over time. Achieving and maintaining generational wealth is not a matter of winning a lottery or receiving a […]

Have you seen the statue of the fearless girl facing the Wall Street bull?  She is brave and confident.  She is ready to take on Wall Street’s boys club and take charge of her financial destiny. There is plenty of research to suggest that women actually make better investors than men.  For example, according to […]

“By periodically investing in an index fund the know-nothing investor can actually outperform most investment professionals.” – Warren Buffett. If you were to ask Warren Buffett (arguably the greatest investor of all time) what you should invest in, he would suggest that you buy index funds. He has also instructed his estate’s trustees to put […]