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CREATING YOUR DREAM LIFE

Your Updated Financial Plan
I’m so excited to be offering an IRL class! Yes- I’ve been teaching classes on Zoom for the last few years (I taught more than 60 during...
Sep 23, 20222 min read
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Introducing Fiscal Firecrackers Podcast
What happens when a financial whiz, an actress gushing with Southern charm and a late-night TV showrunner join forces? The Fiscal...
Mar 3, 20222 min read
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Investments in a Volatile Market
It sure has been a ride since March 2020. Personally. Professionally. Financially. The market has been especially on a roller coaster the...
Feb 4, 20222 min read
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It’s Financial Independence Not Retirement
We realize you might be caught up in the Gamestop news. Stay tuned, we are writing an article about this to post next week. In the...
Jan 29, 20212 min read
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10 Tips to Stay Accountable With Money Goals
There’s a lot of great information out there. But how do you implement it? Or stay motivated? I’ve given you lots of tips below. It’s...
Jan 11, 20212 min read
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My Favorite Personal Finance Books
Are you losing sleep over the What If's? Do you have a budget, retirement plan, an estate plan? Are you managing anxiety and prioritizing...
Jan 3, 20212 min read
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Year End Financial Checklist
Year End Financial Checklist I realize year end is literally around the corner. I have taught 60 workshops in 2020 so just now getting to...
Dec 19, 20202 min read
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How to Create a Money Community
I had an A-HA moment this week in week 1 of Woman’s Compass Forum. It was during my presentation on Personal Finance.  Money community is...
Oct 8, 20202 min read
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How to Feel Calmer About Your Money
One way to feel calmer about your money is to attend our upcoming Woman’s Compass Forum course  Starts Oct 6th!  I was on the phone with...
Sep 30, 20202 min read
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Mini-Course: Woman's Compass Forum
We put together a mini version of the Woman’s Compass Forum that is chock full of tips and practical action steps.  Just getting through...
Sep 22, 20202 min read
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Money Lessons From Our Parents
3 Women. 3 Months. 3 Live Webinars a month. Plus More! Woman's Compass Forum In the meantime, as a mother and daughter, I wanted to share...
Sep 14, 20202 min read
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What Does Retirement Look Like For You?
IÂ listened to a great podcast about women planning their own retirement which prompted this article! Â If you are focused on your...
Aug 11, 20202 min read
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How to Improve Your Self Care and Money
Every day I have conversations with my clients about their money fears or just how they are ignoring it. I can definitely help with...
Aug 4, 20202 min read
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Knowledge is Power. Woman's Compass Course
We had our final class in the inaugural Woman’s Compass Forum. The feedback and results were amazing and we heard over “KNOWLEDGE IS...
Jul 22, 20202 min read
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De-Stress Your Personal Finance
We just finished the Woman’s Compass Forum. 3 months. Nearly 40 women. 3 different countries. Lots of success stories and testimonials!...
Jul 15, 20202 min read
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Real Money Tips From Quarantine
We had our first session Woman’s Compass: The Course this week.  If you want to join, you still can! There’s still 8 more LIVE webinars...
May 8, 20202 min read
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Strategies to Deal With Financial Stress
* Make a date to deal with your finances. Sign up for a class. Schedule an appointment with an independent financial advisor, lawyer...
Apr 29, 20201 min read
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From Mole Whacking To Money Mindful
Another fun tip to look good on Zoom: Touch up appearance. My colleague, Michelle Didner, whom I’m teaching with on Woman's Compass: The...
Apr 23, 20202 min read
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PODCAST: How to Strengthen Financial Health
You have lots of free time now- going on walks, working from home. No better time than now to listen to a podcast I recorded with Ilise...
Apr 20, 20201 min read
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Financial Calm in Turbulent Times
How are you feeling this week? Before I move on to the more serious stuff, my favorite tips for looking good on Zoom can be found here....
Apr 9, 20202 min read
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