Margo's Money Management, Money Mondays, Uncategorized

Money Mondays: 3 Types of Accounts You Should Open Now to Save for Retirement

Happy Monday, Friends! Today, I'd like to talk about retirement.  Every time I think about having this conversation with my clients, I think about this one young man I spoke with not too long ago.  We were talking about managing his debt, and he said, "When the bills come in the mail, I swerve them."… Continue reading Money Mondays: 3 Types of Accounts You Should Open Now to Save for Retirement

Margo's Money Management, Uncategorized

Margo’s Money Management: Why I Won’t Tell You ‘How Women Behave With Money’

Since we’re getting all personal here, I want to start by revealing a huge pet peeve of mine.  Let me set the stage with a few examples: While studying for a finance exam recently, the instructor in my course said, “Women have unique challenges when it comes to saving for retirement.  However, one positive thing… Continue reading Margo’s Money Management: Why I Won’t Tell You ‘How Women Behave With Money’

Margo's Money Management, Uncategorized

Adventures of Mommy Money: Introducing Margo!

“Mom, the teacher said that we are making lunches for homeless people.  How can people be without a home?” This was the question my 5-year old son asked me as I was rushing around the house at 6:30 am trying to get everyone to put on their clothes/shoes and get in the car.  “Well, my… Continue reading Adventures of Mommy Money: Introducing Margo!