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What are your retirement goals?
Published 9/4/2009 at 2:25 p.m. 0 comments
While waiting for a flight 10 years ago in the St. Louis airport, I picked up the book, “Who Moved My Cheese?” by Spencer Johnson.
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Lower rates, lower returns
Published 8/28/2009 at 4:49 p.m. 0 comments
Labor Day weekend is a time to celebrate and remember the hard-working men and women who first came together on Sept. 5, 1882, in New York to celebrate a “workingmen’s holiday.”
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Women, Wisdom, & Wealth: Where are we going? How do we get there?
Published 8/18/2009 at 9:42 p.m. 0 comments
It was the summer of 1969; do you remember where you were? Two important events occurred; the Apollo Moon Landing and Woodstock. I also celebrated my ninth birthday that summer. While I remember listening to Walter Cronkite reporting on the ...
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Women, Wisdom, & Wealth: Food for thought on today’s economics
Published 8/11/2009 at 9:14 p.m. 0 comments
Robert Louis Stevenson said “Everybody, sooner or later, sits down to a banquet of consequences”. If we apply his wisdom to today’s economic situation, we’re feasting on a banquet of debt. The trick is in how we’ll digest the consequences ...
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Women, Wisdom, & Wealth: If there’s recovery, it will be slow
Published 8/4/2009 at 9:13 p.m. 0 comments
There was a flurry of positive news at the end of July which drove the markets up. The most-quoted indices are all at or near their 2009 highs. First, several banks and large companies such as Intel Corp., Caterpillar Inc. ...
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Women, Wisdom, & Wealth: Tee up your investments
Published 7/28/2009 at 10:19 p.m. 0 comments
There’s a mystique around golf that I have find intriguing. Not a golfer myself, I’ve never had a burning desire to chase the little white ball, and since no one that I spend a great deal of time with is ...
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Women, Wisdom, & Wealth: Looking forward on the road ahead
Published 7/21/2009 at 8:59 p.m. 0 comments
Mid-year is the perfect time pause, take a look back to review this past year and to see what the road ahead may bring.
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Women, Wisdom, & Wealth: Peak in performance, spending
Published 7/14/2009 at 9:36 p.m. 0 comments
A University of Iowa study found that female professional leaders reach their peak performance at age 43, while men max out at age 47. They also state that women’s contributions in the work force start to diminish at age 59.7 ...
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Women, Wisdom, & Wealth: Being prepared means peace of mind
Published 7/7/2009 at 8:31 p.m. 0 comments
Last week you were introduced to my friend Grace who was recently widowed. She and her husband had the difficult conversations while he was alive and discussed what the future may hold if one of them were to pass.
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Women, Wisdom, & Wealth: Taking an active role in family finances
Published 6/30/2009 at 8:15 p.m. 0 comments
You know them when you meet them; people who are truly inspiring. I met Grace (not her real name) at what was possibly the worst time in her life. Her husband had just passed away, yet I sensed a certain ...
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Women, Wisdom, & Wealth: Rebooting the system
Published 6/23/2009 at 8:54 p.m. 0 comments
Today could be one of the best performing days in the stock market or it could be one of its worst days.
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Women, Wisdom, & Wealth: The IRS makes saving for college easier
Published 6/16/2009 at 8:39 p.m. 0 comments
Congratulations to all graduates and their families, school is officially out for summer.
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Women, Wisdom, & Wealth: Does your dog bite?
Published 6/9/2009 at 9:53 p.m. 0 comments
Do you remember Peter Sellers as Inspector Clouseau in “The Pink Panther” movie, when he asks a hotel clerk, “Does your dog bite?” The emphatic reply is, “No.” Next, Sellers leans over to pet the dog and says, “Nice doggie.” ...
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Women, Wisdom, & Wealth: Retirees rejoin the workforce
Published 6/2/2009 at 8:51 p.m. 0 comments
While reviewing her father’s finances, a friend of mine only half jokingly said, “Hey Dad, you may want to think about going back to work.”
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Women, Wisdom, & Wealth: Peak Versus Trough - The ups and downs of the economic environment
Published 5/26/2009 at 9:10 p.m. 0 comments
In these challenging economic times most of us know someone who has been directly impacted by the financial crisis, whether it’s by a decline in portfolio values or something much more serious like the loss of a job.
Bird Count in SWFL






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