Feminist Financial Planning: What Does That Mean For Clients?
As a feminist financial planner I work with clients to achieve their financial goals while respecting their humanity and uniqueness.
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Investing
Investing for Your Time Horizon
When choosing an investment time horizon is critical. How soon will you need the money? What risk can you tolerate? What are your goals?
The Role of Investment Advice in Financial Planning
Seek an advisor whose services meet your specific needs. Financial planning is about so much more than prior investment returns.
Opportunity Cost: There is Always a Trade-Off
Opportunity Cost means that for each decision we make there is something we give up. In Budgeting and Investing we evalute these trade offs.
The What and Why of Management Fees
Management fees can be confusing. There are several different ways that investment managers get paid and you should understand how they work.
Should I Invest in a Mutual Fund or an IRA?
Investing your money requires choosing both an investment vehicle and a type of account. Here is some basic information to help you in understanding and making these decisions.