Plan Archives | Page 3 of 11

For Breadwinner Businesswomen, Starting a Family Takes Precision Planning

June 16, 2023

Recently I was chatting to a potential client who, much to my pleasure, told me how valuable she found my

May 11, 2023

The responsibilities being shouldered by American women today are daunting. In the 1950s working women were told they could ‘have

April 6, 2023

As wealthy professionals, business owners and executives, many high-earning women are susceptible to career overwhelm and burnout. In this fast-paced

March 8, 2023

When it comes to filing an annual tax return, even an intellectual heavyweight like Albert Einstein admitted to being flummoxed.

February 2, 2023

Working as a financial advisor can sometimes feel like being in a marriage. After all, you are deeply committed to

January 1, 2023

It’s an exciting time, taking our first tentative steps out into the new year. A whole 365 days of newness

December 22, 2022

Are you feeling overwhelmed managing your children and caring for your parents? You are not alone. Many women find themselves

July 21, 2022

As a professional woman, I know I’m guilty of putting enormous pressure on myself to do things perfectly, even if

January 18, 2022

Just recently one of my clients made partner in a respected law firm. A dedicated and passionate female lawyer, she

January 5, 2022

If you were asked to grade your life what would it be? Would it be an A+? Would it be