New Year’s greetings! 2020 was a challenging year in many ways and it was especially challenging financially for many of us. Like me, I’m sure you are ready to turn the page and begin 2021 on a great note. I’m here to ensure that 2021 is a financial success for YOU. I will introduce you to a simple 3-step process using The FI Woman HouseTM. Let’s get started with building your financial house. The FI Woman HouseTM The FI Woman HouseTM shows a simple 3-step process for achievi

The second quarter of 2015 is well underway. At the end of the first quarter (January 1 – March 31, 2015), the S&P 500 closed at 2067.89 (+0.5%), the NASDAQ closed at 4900.88 (+3.7%) and the Dow closed at 17776.12 (-0.3%). Not a very stellar first quarter! How did you fare in the first quarter? Do you know how your portfolio performed? Is your financial plan going as expected? Is there a need to adjust, or is it ok the way it is? Most of us are past the frenzy of the new year

My last post talked about taking control. I mentioned some steps to take immediately, including starting to close the gap between where you are financially today, and where you want to be. Sometimes, that is easier said than done, and we need that extra push to get started. Your tax refund is the perfect “push” that you need to jump start your investing. We are in the throes of tax season and the IRS estimates that the average tax return in 2015 will be $3,295. It was $3,116