LISA SEERY

We’re more than halfway through summer 2021 and I can confirm that it has been a big money summer for you ladies!

I’m so happy to see so many of you taking steps to get yourselves and your businesses on the right financial track. I love that women across the country are making their first investments and opening up their eyes to the world of financial possibilities. 

But there’s a key piece of the “making your money matter” equation that so many people...

Women’s wealth has been on the rise over the past 50 years. With more than one-third of the world’s wealth under our control, women have become a fierce economic force. 

If you’ve got your hand on the pulse of the financial world, you may have heard some economists and researchers talking more and more in the past few years about something called the Great Wealth Transfer. While it might sound like something that would happen in some distant, far-off future it’s...

People always say that you should save for retirement. That you’ve got to start amassing funds early on in order to live comfortably post-career. But the question many want to know is exactly HOW to save for retirement. Do you just set up a separate bank account and funnel bits of your paycheck into it over time? Or do you keep your funds in a lockbox labelled “Retirement” under your bed for 50 years and hope for the best? (Okay, probably don’t do that.)

The best way...

Retirement. That bright spot glimmering in the distant future full of the promise of rest, relaxation, and endless days in the Florida sunshine. But retirement is more than just ending a career or deciding which southern state to settle in. Retirement is a whole new financial landscape that we will all have to learn to navigate someday. However, planning for retirement isn’t something that should be kicked too far down the road. From day one of our professional lives we should be...

Starting something new is always a multi-faceted experience. On the one hand, maybe you’re excited to finally be writing that book, moving across the country, or starting that new fitness routine that you’ve been thinking about for months. But there’s also a fear factor involved when starting something new, a feeling that can actually cause you to scrap your plans and forget about your long-awaited venture at the first feeling of uncertainty. 

Learning how to invest is...

It’s only week ten of 2021 and it’s already been a heck of a year for the stock market. You probably saw the news stories about the Reddit stock market “takeover” that happened when a bunch of ordinary investors bought up stock of failing companies and got a massive payout for it. Maybe those got-rich-quick stories inspired you to open your own investment portfolio and try your hand at investing or day trading.  

That’s great. I love hearing that women...

We’ve all heard it before. The old adage sung by Jessie J and Freddie Mercury: “money can’t buy happiness.” Most people would probably say that’s true, that the most valuable things in life – love, real friendship, fulfillment – can’t be achieved through material means. Many use this phrase to make themselves feel better, so they can sleep soundly at night thinking that rich people are all lonely, sad, and desperate for the happiness their money...

It’s that time of year again. When you dredge up your financial records and tax sheets and do your best to figure out a spending plan for the coming year that includes enough money for groceries, rent, and a bit to put away in savings for that emergency rainy day fund. Because things like worldwide pandemics happen, and saving money is the smartest way to ensure you have a bright and prosperous future, right? 

Not quite. You’ve likely been taught from day one that there are...

We already know that women earn less than men, but that’s not the only reason why women shouldn’t be waiting to invest their money. According to data from the Vanguard Center for Investor Research, women often have retirement balances that are half the size of men (source). 

In order to support yourself for however many years you’ll have in retirement (and it will keep increasing as we live longer), investing now in preparation is essential. We may not be able to close...

With the elections just around the corner, it got me thinking about equality and the right to vote. We’re all aware that the 19th Amendment to the U.S. Constitution granted American women the right to vote, and when it was passed in August 1920, it ended almost a century of protest, known as women’s suffrage.

But even though this new law passed so that no one would be denied the right to vote on the basis of sex, it was not that simple. Poll taxes, local laws, and other...