A woman’s journey to financial wellness.

One blog post at a time.

Featured Article
  • Why Women MUST BE Investors (spoiler alert:  For our daughters)

    I met with a girl last week who is in her twenties, working for a large investment firm. She is polished, professional, well spoken and incredible at sales. She had also been taken completely aback at a recent conference when someone cited that women could not have their own credit…

  • The Currency of Care: Planning for the most Human phase of life

    It is not hyperbole when I say that the caregiving phase destroyed my family relationships.  It happened on both sides of my family.  I had an idyllic family dynamic growing up.  My grandparents all lived in the same town as we did when I was growing up, and we were…

Latest Articles
  • WIT & Wisdom – Motherhood

    WIT & Wisdom – Motherhood

  • Hiding your money (in a 401(k)!)

    Hiding your money (in a 401(k)!)

    When I explain to clients or prospective clients how to save, I have an approach I like to call my “Next Dollar Policy.” The policy…

  • Feminine Morality & Money

    Feminine Morality & Money

    I’ve been reading The Feminine Mystique for the first time, by Betty Friedan. First published in 1963, Friedan creates a much more reachable picture of…

  • Back to School, Back to Budget Basics

    A trip to Target just cost me $300. Most of the cart was filled with “back to school” – not really supplies, but things like…