Our bank relationship tends to be our most important financial decision because it is a daily money action for all of us. However, we...

As some of you know, I moved to Westport, CT over a year ago.  I still work in NYC twice a week, present personal finance and retirement...

I was recently interviewed in an article for 9livesforwomen.com, a great advice site for women professional and otherwise, to discuss the...

When Teen Vogue originally contacted me about an interview for help with a financial planning article - I was a bit confused.  Teen Vogue...

At first glance, the ROTH IRA is just for single people earning less than $122,000 and married couples earning greater than $177,000....

I am excited to be in REAL SIMPLE - September 2012 issue "WOMEN AND MONEY - WHY YOU NEED TO TAKE CONTROL NOW". If this article appeals to...

Recently I wrote a DailyWorth article and I wanted to share it with you as well. The original article can be found here. Smart Ways to...

I recently worked with a successful woman “Lisa” who found out she was pregnant.  One of the first questions she and her husband were...

Are You Burned Out? I'm not talking about sunscreen (even though my dermatologist keeps reminding me about SPF 50!). Over the years, I...

Hopefully you got around to completing some of the money tasks I gave you in the last newsletter.  Remember, you have to come in from the...

"Smart is Beautiful".  This was my introduction by Nicole Feliciano at a Momtrends event I spoke at last week - their annual beauty...

I met Michal Levinson at a Momtrends event. Michal runs her own blog, Bump to Bean, where she shares the wisdom and experiences of...

This post was originally written by Michal Levison and can be found at http://www.bumptobean.com/mommy-math/. Mommy Math So, I hope...

It sure is hard to think about your money goals when it's 90 degrees and the pool or beach is beckoning.  I'm still busy seeing...

I get many questions about how to invest in this volatile market.  I recently read an article about this topic on an intriguing new...

I recently heard on NPR a story about how our parents play a huge role in our money potential and attitude.  "Kids who said they spoke...

I was recently featured on DailyWorth regarding Brazil's market being a great place for foreign investment. I wanted to share my thoughts...

For those of you uncomfortable with the idea of sending your money to unknown waters, my other feature on DailyWorth discusses an idea...

The following article was written by a wonderful client of mine, Adina Saperstein, Co-founder and Director of Veneration Inc. (this...

This is the full article by Ann B. Gallops, and is a great look into the spiritual side of money.  You can find her blog article here....