Monthly Archives: November 2013

Shopper Safety

Shopping is about more than getting the best price. It’s also about staying safe – whether it’s in the retail store during Friday frenzy, or shopping online for holiday merchandise. Let the buyer be wary and beware – here’s how. … Continue reading

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Thanksgiving

Thanksgiving is for me, a time of humility and reverence. I am thankful for what has happened this year – the big and the small. I made some of the biggest mistakes of my life this year.  I rushed and tried … Continue reading

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Visualizing my dream

Lately I’ve been visualizing my dream. Actually another one of my dreams.   Here’s a sneak preview. As the dream becomes reality, it is making people happy and improving lives.  It could be the dream is providing the missing ingredient — … Continue reading

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Building a nest egg

When the kids leave the nest, are they leaving the parents without a nest egg?  Parents financially stuck between college expenses and retirement savings may be at a loss for funds. As a parent, its hard to put yourself first. … Continue reading

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Boomers biggest financial fear

39% fear death 61% fear outliving their money That’s why financial literacy is not an option. It’s not too late for boomers… It’s NEVER too early to start teaching the kids. If children learn money management at a younger age, … Continue reading

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I want you to know about taxes

(this is the most famous image of “Uncle Sam” according to the Library of Congress. Mom told me to be S.M.A.R.T. She wanted me to be money smart. Smart is her acronym for “save money and reduce taxes”.  She also … Continue reading

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I love you insurance

“Money or love – which is more important?” It depends whom you ask. It depends why you ask. Either way, there’s really no right or wrong answer. It’s whatever priority you make for yourself. Love and money just happens to … Continue reading

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Money balls teach financial literacy for YOU(th)

Delighted that I have been invited back to continue working with the Young & Rising Moguls at Worldofmoney.org, on November 9, 2013, to teach at Lincoln Center, NYC. My Young & Rising Mogul classes will first attend a jazz concert … Continue reading

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