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J is for Join Us in “Giving”

  “Just as ripples spread out when a single pebble is dropped into water, the actions of individuals can have far-reaching effects”. – Dalai Lama Giving may be one of life’s greatest joys! Giving may be one of life’s greatest joys! Haven’t you found that giving to another brings joy to oneself? Through much research, science has […]

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I is for Ignoring your Facebook Settings May Jeopardize Your Privacy

  When was the last time you checked your Facebook Privacy Settings? Facebook has been tweaking its’ terms of service since the company’s inception. However, over the years the privacy settings have become more complicated. Despite our laissez-faire attitude for clicking “I agree to the Terms & Conditions”, most of us do care about who […]

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H is for Helping Your Beneficiaries Avoid a Big Tax Hit

Beneficiary structure is often overlooked when creating a  financial plan. Many have their spouses as their beneficiary and no named contingents, thinking this will be planned out in their will. That works well except when both parties die and there are no designated contingent beneficiaries. When this happens, the money goes to the estate and […]

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G is for Getting More When Selling Your Home

Looking to sell your home? Getting the best price for your home takes some preparation and strategy that may help you achieve a successful and speedy sale. Let’s explore some tricks of the trade to help you get more money and spend less time waiting for your home to sell. The number one rule is […]

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F is for the F.O.R.D. Method for Fluid and Meaningful Conversation

  My favorite son Jerry’s recognition and awareness of how proper networking benefits my business; recently shared the F.O.R.D acronym with me. It stands for Family, Occupation, Recreation and Dreams. I have always believed that finding a common ground between me and a complete stranger a key in making strong connections. Yet, many of us […]

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F is for Financial Empathy

  “Empathy as the basis for action is the key to a better world.” ~ unknown Our country was built on the American Dream. The ideal that every citizen should have an equal opportunity to achieve success and prosperity through hard work, determination and initiative. Yet for many Americans, this dream is becoming just that, […]

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E is for Empowered Women Entrepreneurs – a Brand New World

  In the past few decades women have been steadily gaining a presence as successful business leaders and role models around the world. This surge continues to inspire other women entrepreneurs as they follow their passions and forge ahead bringing excitement and change to our world. Women entrepreneurs have had to overcome many obstacles and […]

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D is for Digital Technology and it’s Drain on Finances.

  Most of us will agree that digital technology has woven itself into our life becoming an intricate part of our daily existence. We now have access to an “on demand life”, where with a push of a button we can stream movies, buy music, books, magazine subscriptions, video games and apps galore. As technology […]

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A metal toggle switch with plate reading Change and Same, flipped into the Same position, illustrating the decision to work toward changing or improving your situation in life

C is for “Changing” Your Name after Divorce

  Going through a divorce is not easy but now that it is final…Go ahead and celebrate! You’re about to begin your new life, one of which you are in control. A question you may have asked yourself is, “Do I take back my maiden name or do I keep my ex-husbands name”? This question […]

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Many 3D words on a white background with a big word Give in red letters surrounded by related terms such as donation, benevolence, offer, share, generosity, contribution, philanthropy and selfless

B is for Bertha & Blanche: My Benevolent Female Role Models

    With gratitude I am aware that my family tree holds quite a few philanthropic souls, influencing the same in me. But recent discoveries about my great-grandmother, Bertha Strauss Sternberger have made me even more appreciative of my heritage. Dating back to the early 1900’s, she supported the empowerment and education of women during […]

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