Category: Women’s Roundtable

FinanceWomen's Roundtable

Taking Charge of Your Financial Future

We women earn money, we save it, we spend it, and we donate it. Yet, very rarely do we really ...
Read More →
FinanceWomen's Roundtable

Family First

As the year draws to a close, it is a “best practice” to look back at the goals we set ...
Read More →
FinanceWomen's Roundtable

Resources for Financially-Savvy Kids

A 2013 financial literacy survey conducted by EverFi, an education technology company, revealed a lack of basic understanding of financial facts and ...
Read More →
FinanceWomen's Roundtable

College-Bound

If you have a newly-minted high school graduate in your house, you might be collectively exhaling a sigh of relief. ...
Read More →
FinanceWomen's Roundtable

Helping Your Teen Find a Summer Job and/or a Worthwhile Summer

Summertime and the living is easy . . . unless you’re a teenager looking for summer employment. In a job ...
Read More →
FinanceWomen's Roundtable

The Woman Investor

A 2005 Merrill Lynch investment manager survey on gender and investing revealed some interesting facts about women investors. Here are ...
Read More →
FinanceWomen's Roundtable

The Power of No

Women are major influencers of wealth. They now own 51% of stock and 60% of private wealth in the U.S., ...
Read More →
Career CoachingWomen's Roundtable

The Women’s Roundtable at Bell Investment Advisors

In case you didn’t know – say, you just started following my blog because of your interest and/or concern about ...
Read More →
FinanceWomen's Roundtable

Giving and Your Financial Plan

One of the most rewarding things we can do in life involves “giving back”, which can take many forms, including ...
Read More →
Scroll to Top