Financial Advice Is Rarely A “One Size Fits All” For Women

Questions and Answers from My Spot on Your California Life on ABC 1o Sacramento… Why is financial advice rarely “one size fits all” when it comes to women and finances?Every woman’s situation is unique so there are many variables which need to be taken into consideration. Goals, age, assets, debt income and expenses. It’s important to consider her lifestyle she … Read More

Party of One: Figuring Out Your Finances-Solo

“My day-to-day finances are on me.” “Retirement is all on my shoulders.” “I can’t depend on a man for my future.” “It’s 100% my responsibility.” While coming to terms with the idea that your money and your future is your sole responsibility, which can seem like a lot to handle, I have good news for you.  You don’t have to … Read More

What Are Financial Planners Doing With Their Finances Right Now?

That’s a great question!  While I can’t speak for other financial planners, I can share with you what this financial planner and her husband are doing with their finances right now.  On a day-to-day basis, I handle the money management but my husband and I make our long-term, strategic financial decisions together.  We’re not living in fear.  We’re not hoarding … Read More

17 Things You Can Control Right Now

How are you feeling? Have you been wondering when things will change or how this crisis will impact you in the long run? It’s understandable that you may have questions or that you might feel anxious.  There’s good news!  You have the ability to take actions that can help make you feel better today!  Even in the midst of uncertainty, you have … Read More

In Trying Times There Are Actions You Can Take

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. See Below for Downloadable Action Steps Get Your Taxes Done Download your Tax Checklist Here Review Your Spending Ask Melissa Myers about Checkbook Forensics Get Your Estate Planning Done Download Let’s Get YOU Organized Checklist Meet With Your Financial … Read More

Personal Finance Myth #2

“Early Retirement Isn’t Realistic” Still Working? Do you wish you could retire early, like in your 50’s?  Or even earlier? Few will tell you that they absolutely love their job and are completely fulfilled by working.  Some haven’t given any thought to the possibility of retiring early. Many buy into the myth that early retirement isn’t an option. Chances are, if you’re reading … Read More

Personal Finance Myth #1

I Know What I Need To Do …and I can do it on my own. When it comes to your personal finances you probably already know that it’s wise to: It’s likely that you’ve even told yourself that it was time to get your finances in order.  You know that you will.  Someday.  The problem is, you haven’t. Yet. Myth #1:  I … Read More

10 Simple Steps to Build Your Nest Egg and Increase Your Net Worth

1.  Seek wise counsel Asking for advice can be daunting and for good reason.  Finances are a personal matter and a host of emotions can come forth when you think about your money.  From shame or embarrassment to guilt, fear, anger or pride.  The frustrations, concerns and challenges you may have when it comes to building your wealth are best … Read More

Lifestyle Analysis

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal.  No strategy assures success or guarantees against loss. Can I Afford It? One of the best things you can do for yourself prior to making a major purchase is to look … Read More

Your $1,000,000 Nest Egg…Will it be Enough?

Personal finance is personal.  When it comes to your assets and the management of your wealth, that’s personal too. Consider this statement…A million dollars isn’t a lot of money anymore. Is she serious?  Is that what you’re thinking?  Why would I say something so absurd?  It’s because I work with clients who, when we first started working together, asked questions … Read More