Posts Tagged ‘life’s purpose’

I came across an interesting figure the other day.  According to the Center for Women’s Business Research, women now control more than 51 percent of the wealth in the United States.  And according to recent figures from Read the rest of this entry »

In preparation for the 2010 Diva Toolbox Conference this week I have had a chance to reflect on the other women business owners that I am luck to work with every day.  Some of these women are strategic alliances and some are clients of mine in my wealth management practice.  These are dynamic, intelligent, entrepreneurs that I am honored to have done business with in the past and the present.

I am looking forward to speaking to hundreds of women business owners in Boston this week and giving them the tools Read the rest of this entry »

In my last blog post I touched on some questions you need to think about while in your 30′s.  Here are some questions for you to ponder for those of you in your 40′s.  Discuss these with your financial advisor and make sure he/she is on your team to help you reach your goals! 

• Are you still passionate about your work or is it time to move on?
• Are you starting over in the wake of financial loss?
• Is your risk tolerance the same now with regard to your money and what it’s doing for you?
• Are you on track to financial independence?  Are you on the path to enough income to work less, and if so, at what age?
• What’s fresh in your life?  What feeds your soul?
• What life have you chosen thus far?