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What Professional Women Can Learn From Sofia Vergara About Leadership

“JAAAY!” If you are a fan of the Emmy award winning show Modern Family, then you are already familiar with actress Sofia Vergara who plays the beautiful and vivacious Gloria. You have also likely seen Vergara’s face on ads for CoverGirl, Diet Pepsi, and State Farm just to name a few. Vergara isn’t just a …

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Change Your Habits, Change Your Life

“Bad habits are easier to abandon today than tomorrow.” —Yiddish Proverb Habits start out like cobwebs but end up as strong as steel cables.  In his classic book, The 7 Habits of Highly Effective People, Stephen Covey describes the good habits that keep us on track in our life endeavors.  In working with many successful investors, we’ve …

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How to Negotiate for Your Children’s College Costs During a Divorce

We love this guest article, written by Dr. Shokohi. It provides loads of important information for parents who are preparing for a divorce. College costs are always a difficult (and scary topic), but financial planning for college can become even more complicated once you are divorced. Who is going to pay when the big tuition …

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How to Close Down Joint Accounts During a Divorce

Separating your life from another person can seem like an endless journey requiring a million steps. Many articles focus on the big picture tasks related to divorce, but you also need to know about all the nitty-gritty things, too, like how to close down joint checking accounts. With that in mind, here are some things …

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Understanding Women Investors

Tips for Marketing to Women Provide consistent and regular communication. Make frequent telephone contact. That will show her that you are concerned about her and her financial well-being. Return her calls promptly. Visit her in her home or office. By going to her rather than always having her come to you, you will get to …

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Twelve Tax Myths

It’s what you think you know that really isn’t true that can hurt you. A study by the American Institute of CPAs identified twelve misconceptions that taxpayers have about their income taxes. Myth #1 If you apply for an extension to file your taxes, you’re more likely to be audited. Studies have never found any …

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How Alimony Is Taxed

The sweeping tax bill signed by President Trump in December 2017 includes major changes that are sure to affect every American when tax day arrives. For those considering a divorce, one provision in particular could mean thousands of dollars saved or lost each year. The Alimony Reversal According to the Census Bureau, roughly 243,000 people …

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How to Afford a Major Medical Expense If You Don’t Have Health Insurance

Let’s just cut to the chase. As of the writing of this article, the health insurance landscape is a mess. More and more Americans are losing coverage as insurance providers continue to pull out of markets across the country. For Americans who don’t receive healthcare coverage through work or for the many Americans who are …

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Things You Might Not Know About the Day of Love

Love it or hate it, chances are you have a thing or two to learn about Valentine’s Day, Here is some unexpected information about the holiday. 1. How Valentine’s Day began. Valentine’s Day probably originated as a combination of two Roman happenings. The first was Lupercalia, an ancient Roman festival celebrated each February 15, when …

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These Ten Reasons Are Exactly Why You Need a Rainy-Day Fund

You’ve probably heard that over half of Americans don’t have $1,000 in savings. That’s truly scary because life throws all sorts of financial curve balls at us all the time. If you ever, ever, ever, ever (ever, ever) want to be financially independent, step one is to build a rainy-day fund. This is your safety …

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