Money and You

Starting a New Job?

Don’t leave any assets behind. With the region experiencing an uptick in employment recently, you may be exploring new job opportunities or beginning a new job. It’s important to remember to pack up your finances along with the personal items from your desk. You don’t want to leave assets behind unintentionally. Read More

Negotiating the Rapids of Business Transitions

For many business owners – especially women – their businesses and their lives are practically interchangeable. Two-thirds of small business owners say their business is their greatest personal asset and primary source of family income. If you are one of these owners, protecting your company and ensuring your financial security are often the same thing. Read More

What to Do When Your Paychecks Stop: Attend to your head and your heart before you deal with your wallet

Whether you are expecting it or not, and whatever its cause, job loss can be devastating. You may think you have prepared yourself as best you can, but job loss can hit like a death in the family. It represents more than a loss of a paycheck. It's a loss of a way of life as well. The first step in getting back on track is to recognize the emotional blow... Read More

Seven Pitfalls On Your Way To Retirement

Is it time to check up on your retirement plan? The biggest fear among investors is that they will not have enough money for retirement. You can make sure your own plan does not fall short by steering clear of the following pitfalls. These are the most common comments I hear in my professional practice: Read More