Ann-Marie Harrington

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Congratulations on making it to retirement! Now you have the time you always wanted to do whatever you choose and focus on what brings you happiness. But the way your retirement looks to you at the beginning is not how it will look over time. The fact is that your retirement will evolve in phases … Read more

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You can Live Richly℠ now and in the future by making smarter financial decisions. To make better decisions, you must have complete information about your financial situation and face the truth. Your financial truth. Don’t sugar coat it, but also don’t be hard on yourself or make it worse than it really is. Sit with … Read more

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Your credit score is a lot like your blood pressure. It’s an easy way for a lender to measure your financial health. And sometimes, even if you have good income and a good balance sheet, you can still have dings on your credit. According to a recent survey by the Consumer Federation of America, more people … Read more

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In recent years, more and more clients have asked us to help their young adult children start an investment plan. We often respond that we can either “give them a fish” or “teach them how to fish.” In other words, we can simply open a brokerage account for them, or we can start by teaching … Read more

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Financial uncertainty in times of transition For many of us, our financial life tends to come into greater focus during times of transition. For women in particular, there are a multitude of life changes that can create a call to action. Some examples include: Going through any of these major life changes is incredibly stressful, … Read more

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Have you heard about GivingTuesday? Celebrated on the Tuesday following U.S. Thanksgiving, (and retail-oriented Black Friday and Cyber Monday), GivingTuesday was founded in 2012 by New York’s 92nd Street Y in partnership with the United Nations Foundation. Now an independent organization, GivingTuesday uses the power of technology and social media to inspire people around the … Read more

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These days, some may no longer feel like they’re tied to one location. As a result, some are fleeing big cities to spend more time at their favorite vacation spots. Having more flexibility to choose where we work has probably spurred some of us to even think about making that move more permanent and buying … Read more

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Have you ever had a disagreement with your spouse or partner about money? If not, stop reading. Put down the newspaper, tablet, phone, or whatever it is, and return to your sacred mountain top in Shangri La where you can contemplate the secrets of the universe while us mere mortals toil away below. But if … Read more

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The short answer is yes, you can contribute to both a Roth IRA and an employer-sponsored retirement plan, such as a 401(k). In fact, there are two advantages to doing so: Knowing how to do both effectively can help you live the life you want during your retirement years. Be sure to seek out professional … Read more

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Let’s take a look at four real concerns women face today. Women and wealth Women have been fighting for equality since the days of America’s forefathers, yet when it comes to finances, as of 2018, 35% of millionaires were women and by 2030, women will control two-thirds of the nation’s wealth, according to the Family Wealth Advisors’ Council. Society expects … Read more