Blog

Hello! I'm Tracy and welcome to my blog tailored especially for women. We have unique financial needs given we tend to live longer than men, are oftentimes primary caregivers and may step in and out of the workforce to care for kids and aging parents, and overall earn less in our careers than our male counterparts. In addition, many of us women seem to have this love/hate relationship with "the numbers" and finances.

So where does that leave us? Potentially financially underprepared and undereducated when it comes to creating a confident financial future and worry-free retirement.

So, grab a cup of coffee (or a delicious glass of wine!), pull up a chair and let's work through some important topics together. 

Friday, July 15, 2022

My father-in-law taught me many lessons; most recently, he has shown me what a blessing being prepared can be, whether that’s mentally, physically, or emotionally.

Thursday, April 14, 2022

Harold and I have a long list of creative, yet practical, ideas for parents to help set kids up for financial success. Here are a few ideas for every stage.

Wednesday, January 12, 2022

Navigating a divorce consists of many painful and challenging decisions. Don’t know where to begin? These four steps can help you organize your thoughts in preparation to protect yourself, your children and your financial future.

Friday, July 16, 2021

Confronting the kind of life event I spent my career counseling clients to prepare for.