Category Archives: Investing

Investing, Saving · January 2, 2019

Podcast Episode – What Is Financial Abuse

Listen to Podcast Episode: Suze delves into a form of abuse that often goes unnoticed: financial abuse. Podcast Transcript: The other day I had the great good fortune to be able to sit down one on one with seven women…

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Investing, IRAs/401(k)s, Portfolio Management · January 2, 2019

The 3 Best Investments for 2019

Happy New Year! I know this is a popular time of year to make resolutions, and for many of you that can include financial goal-setting. It’s also the time of year when we are hit with all sorts...

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Investing, Portfolio Management · December 26, 2018

My Three Wishes for You in 2019…and Beyond

I am not a big believer in making New Year’s resolutions. I think it puts too much focus on making goals at a specific time of year. Most resolutions that start in January tend to be...

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Investing, Saving · December 19, 2018

Podcast Episode – Anger: One of the Three Obstacles to Wealth

Listen to Podcast Episode:Suze talks about anger: one of the major obstacles to wealth that has a tendency to sneak up on you. Podcast Transcript: Today's podcast.

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Portfolio Management, Retirement · December 19, 2018

The Upside of Downsizing Today (Not Later)

For those of you nearing retirement, deciding where to live is a big consideration. Most of you intend to stay right where you are. I get it. The home you are in today is full of memories...

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Budgeting, Credit Cards, Debt, Stocks/Bonds/ETFs · December 5, 2018

Credit Card Alert: How to Avoid the Big Trap of 2019

You know where I stand on having credit card debt. It holds you back from being all you can, and deserve, to be. I realize some of you have credit card debt due to emergencies, like a medical bill...

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Portfolio Management · November 28, 2018

A Gift That Gives Even More

As we head into the heart of the holiday season, I know many of you are focused on finding the right gift for loved ones, friends, and colleagues.

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Investing, Retirement, Stocks/Bonds/ETFs · November 20, 2018

How to Invest for the Long-Term: Keep it Simple

Well, after more than 10 years of a very strong bull market, I can’t say I am surprised at the recent decline in stocks. I understand it can be unsettling. And you may be thinking you need to...

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Retirement, Saving, Stocks/Bonds/ETFs · October 25, 2018

The Huge Money Mistake Too Many Millennials Make

A recent survey of millennial's found that nearly 4 in 10 adults between the age of 22 and 35 believe that there is no big rush to start saving for retirement, and that they can focus on other goals such…

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