Margo's Money Management, Money Mondays, Uncategorized

Divorce and Money: Unpack One Box At a Time

A few years ago, when I was moving from Florida to Maryland with my husband, while pregnant, AND switching jobs, I had a friend give me some great advice.  “Take it one box at a time,” she told me.  “But there is so much to do!!”  I responded, exasperated at the growing To Do List… Continue reading Divorce and Money: Unpack One Box At a Time

Margo's Money Management, Money Mondays, Uncategorized

Money Mondays: How Exactly are Financial Advisors Paid? And By Who?

Hi friends! So, I've mentioned in the past that you should find a financial advisor that you trust to help you plan for retirement and invest your money.  I've had people say to me, "Margo, how come the person who sold me insurance is offering to do a retirement projection for free, but other advisors… Continue reading Money Mondays: How Exactly are Financial Advisors Paid? And By Who?

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’