Posts Tagged ‘Women and Investing’

From Buttons to Bucks and Back Again

  Luellen Lockwood, MBA, CPA, EA | September 15th, 2017 Do you remember taking Home Economics in junior or senior high?  If your answer is yes, then you and I are certainly dating ourselves.  As corny as it may sound to the younger generations, we learned a lot of basics in that class:  how to […]

Posted by Carly Atkins on September 14, 2017

Power Planning for the Powerball Winner

Luellen Lockwood, MBA, CPA, EA | August 25th, 2017 As Mavis Wanczyk, this week’s Powerball Winner of $758.7 million, said, winning the lottery was a “pipe dream I’ve always had.”  I think all of us can relate to this statement.   To have $336 million (after taxes) just drop in your lap is truly life-changing.  And […]

Posted by Carly Atkins on August 25, 2017

Leveling The Playing Field and Tackling Financial Challenges for Women

Shalina Martos, CFP®, AAMS® | August 23rd, 2017 As a young girl, my mom was my hero. She was a single parent, raising four active children with little to no financial support.  In her day, being a homemaker was the expected norm for women who didn’t have any post-secondary education or meaningful job prospects.   Even if […]

Posted by Carly Atkins on August 23, 2017

Know Thyself

Shalina Martos, CFP® | October 15, 2016 Are you aware of how you make investment decisions? Are you an analyzer, researching until the sun comes up? Are you someone who buys an item on the spot, no research involved? Knowing how you make decisions, and the emotions that go along with them, is a very […]

Posted by Lars Phillips on October 15, 2016

Are You and Your Significant Other Prepared?

Luellen Lockwood, MBA, CPA, EA | September 15, 2016 Here we are at the beginning of September and it’s “back to school” time. As we work to put our children in the best possible position to be well-prepared and successful students, we need to do the same for ourselves and our spouses or significant others. […]

Posted by Lars Phillips on September 15, 2016

The Batteries of our Life Plan

The Batteries of Our Life Plan Luellen Lockwood | April 20, 2016 With spring comes the change to daylight savings time and the reminder to change the batteries in our smoke detectors.  Also, with spring comes tax time.  So, as we work on completing and filing our tax returns, this is a great time to […]

Posted by Kate Deines on April 20, 2016