Blog
If one of my clients has a question, likely other women are also curious about the subject. I created my own content to address the most common questions and interests from my clients. I made brief videos and blogs I hope you will find helpful. They are a start to longer conversations I have with many clients.
What I did when my son turned 18: sharing my To Do List
When your child turns 18, they become a legal adult. Here is some of my checklist I used when my son turned age 18: legal documents for personal contingency , credit card, update account titles, Roth IRA contributions https://www.youtube.co
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Missing an old 401(k)Plan? Here's a way to check.
Have you changed jobs and forgotten about an old 401(k) plan? You're not alone! The Retirement Savings Lost and Found Database can help you search lostandfound.dol.gov . See my video for details https://www.youtube.com/shorts/3DWIx7YKInE
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Steps to take when your parent passes
Death of a loved one is difficult. More of my clients and friends are losing parents, so I thought this was an important topic to address. On my home page, please see my "Steps to take when parent passes" worksheet under "Resources"....
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New 2026 Roth 401(k) Catch-up
Sourced from IRS.gov, here is the new Secure Act 2.0 provision on Roth 401(k) catch-up rule explained.
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My financial planning takeaways
My key takeaways for the biggest positive impacts in financial planning https://www.youtube.com/watch?v=WVhuVBpX5_M
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Steps to take if you've had a data breach
It seems data breach notifications are commonplace now. Here are some action steps to take to help safeguard yourself financially in my video https://youtu.be/Mg8gts8hnFk
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Five things to consider doing before you say, "I do"
Before you say, "I do", consider these points. The information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.
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How expensive is it to raise a kid in Boston?
How expensive is it to raise a kid in Boston? It's a burning question I receive from many women planning on having a child. I wanted to write about my actual costs raising a son in Boston to share my experience as a mother and financial pro
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Importance of an excellent credit score goes beyond applying for a mortgage
Do you think your credit score is only important when applying for a mortgage or car loan? Watch my video to see why an excellent credit score and report matters for many reasons.
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Basic portfolio construction concepts illustrated with floral design
Did you ever think flowers and portfolio construction have anything in common? Please watch my video as I aim to share the basics in my portfolio construction concepts using floral design references.
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Who should pay attention to Roth IRAs?
Many parents don't realize they can start a custodial Roth IRA if their kids earn reportable income. Creating a good financial habits early are helpful. Read to find out who could consider a Roth IRA.
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One of my most popular FAQs: Renting vs. Owning
Should I continue to rent or look at buying a home? That is one of the top questions asked by my clients considering a primary residence. It is a great query because the answer is dependent on an individual's particular circumstances and pr
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Budgeting Challenges: workshop review
When creating a budget, many fail to consider the emotional and psychological intricacies involved in this process. During a virtual Budgeting Workshop, hosted on October 4, licensed mental health counselor and financial therapist Dasha Tch
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Time to talk about disability insurance
What would happen to your income if you were unable to work? Think about disability insurance to help solve this possible risk. Please click to see my video on the subject https://www.youtube.com/watch?v=g7mO-u_EVwo View More >>
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Steps to take if you have a job loss
With the rise in unemployment form the pandemic, millions of Americans have lost their jobs. Here are some steps to take if you have a job loss in my video.
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Quarantine activity: two budget versions
Want to make the most of extra time at home? Try making two versions of your budget. The first is a "lean & mean" with only essential spending. The second version will include re-evaluated discretionay spending. Don't forget to build up you
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What To Consider In Home Affordability
One of the most common questions I'm asked is, "how much can I afford to spend on a home?". After you've made the decision to purchase property, what should you consider? A first step is to look at a home affordability calculator, like the
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Personal Contingency Planning Basics
So, what is an estate? Estate planning is universal and crosses both gender and age. Many think you must have expensive possessions to qualify. An estate can be as simple as just having a pet. Nearly all of us have an estate. I welcomed Att
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