Support your Favorite Charity with a Qualified Charitable Distribution (QCD)

We know that it is important to many of you to support the invaluable work of non-profit organizations. There are numerous ways to maximize your gift as well as your personal tax benefit – if you have an IRA, one way is a Qualified Charitable Distribution or QCD. … Read the rest

The Economic Case for Fossil Fuel Free Investing

We really loved Betsy Moszeter’s article, “The Economic Case for Fossil Fuel Free Investing,” published in the November/December ’17 issue of Investments & Wealth Monitor. Moszeter is Partner & COO at Green Alpha Advisors, a responsible investment management firm in Boulder, Co.Read the rest

The Best Place To Start When Financially Planning Your Future

Someone recently asked me, “Where do I start with financial planning?”

There are many facets to financial planning and it can be overwhelming at times, but we all have to start somewhere.

First, develop a plan to get out of debt.

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Do You Need a Robo-Advisor or a Human Financial Advisor?

Society moves at a breakneck pace these days. Smartphones have given people access to virtually any information they want regardless of their location or time of day. With financial planning needs changing in seconds and people wanting information instantly, robo-advisors are being implemented more and more.… Read the rest

A Look at Your Financial Health

I was honored to write an article for Women AdvaNCe, “A Look at Your Financial Health.”

Women AdvaNCe is a not for profit organization that delivers thoughtful content and builds a supportive community that empowers women and enables women leaders to further the cause of full equality in North Carolina.… Read the rest

How to Cope When The Unexpected Disrupts Your Planning

This summer, I prepared to go on an extended trip through four countries in Africa. I had been anticipating this trip for quite some time–it would be a once-in-a-lifetime opportunity. My adventures were to include: attending a July 4th celebration with fireworks, an amazing tent safari in a remote area of the Serengeti, seeing Victoria Falls (the largest waterfall in the world) in Zimbabwe, and a mission trip in the mountains of Kenya.… Read the rest