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Showing by category: Money Habits

How I Became a Financial Advisor
Morgan Stanley used to have these amazing commercials on TV. The first one that I remember is one of the segments that motivated me to become a financial advisor. I don’t know if you have seen it. There is an older guy Read More »
Separate Accounts Do Not Resolve Money and Power Issues!
As the self-proclaimed idealist in my book "What's Yours is Mine: When an Idealist Marries a Realist" I know I view things in a much different way than all the realists out there, including my husband Rick. So when I Read More »
Financial infidelity is an issue on many levels. Secrecy, sticking your head in the sand, and misplaced trust are other things I see. This is especially true with women who let their husbands handle everything or with co Read More »

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