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Changes to the FAFSA: What it Means for Middle and High-Income Families
By Derenda King
January 20, 2021
The Consolidated Appropriations Act 2021, passed in December 2020, expands pandemic relief. It also has provisions affecting higher education, including changes to the Free Application for Student Aid, which college students complete every year to determine financial aid eligibility.
college-planning
New Year, New You: Strategies to Improve Your Finances in the New Year and Beyond
By Derenda King
January 14, 2021
The new year is a powerful time to reflect on how you want to make positive changes in your life.
investing
life-transitions
retirement-3rd-act
5 things To Know About End-of-Year Giving
By Diane Manuel
December 15, 2020
One of the best things in life is giving. Just as you plan for prosperity "on purpose", plan for prosperity "with purpose". Here are 5 things to know as you think about year-end philanthropy.
giving-charity
Como usar el dinero con consciencia
By Millu Ramirez
November 23, 2020
Así como yo, muchos de ustedes han estado trabajando remotamente ¡durante meses! La vida puede sentirse como si estuviera en pausa, pero tu salud financiera no lo está. La manera como manejas tus finanzas es una parte clave de tu capacidad para dominarlas.
en-espanol
-covid-19
life-transitions
College Corner: November is National Scholarship Month
By Derenda King
November 16, 2020
Happy National Scholarship Month! Scholarships play a vital role in reducing debt and expanding access to higher education. It’s important to make a plan, set clear goals, and research scholarships—and then apply, apply, apply!
college-planning
family-finances
¡Todavía no hay que cantar Victoria!
By Millu Ramirez
November 9, 2020
Si has estado mirando los valores en tu cuenta de retiro, probablemente te sientes aliviado al ver que el valor ha estado subiendo constantemente. Pero el mercado no es la economía, y así que no cantemos victoria todavía. Estos son nuestros consejos para las próximas semanas.
en-espanol
-covid-19
life-transitions
Flying Solo: 5 Financial Strategies Every Single Woman Should Know
By Derenda King
November 5, 2020
If you're single, you might feel pressure about managing your finances. Are you concerned about having enough money to take care of yourself? Are you busy and haven’t gotten around to working on your financial “big picture”? You're not alone!
retirement-3rd-act
women-and-money
Advice for New Financial Advisors Who Are Women of Color
By UWM
November 1, 2020
Millú Ramirez is interviewed by Financial Advisor IQ about her experience and tips for women of color entering the field of financial planning
uwm-in-the-news
women-and-money
Financial Toxicity: The Connection to Breast Cancer
By UWM
October 27, 2020
Latinas, Black, Asian, Native American: We are all at risk — we’re women.
The Women’s Recession
By Diane Manuel
October 26, 2020
The long-term financial planning impact of COVID-19 is hitting women hard. Do you have a roadmap?
-covid-19
women-and-money
Candid Conversation with 2 Latina Money Pros
By UWM
October 14, 2020
Closing out Hispanic Heritage Month with tips for Latino owned business impacted by the COVID-19 pandemic: Millu Ramirez and Paula Bahamon share insights to position Latino small business owners for financial success.
guest-blogs
-covid-19
Celebrating Hispanic Heritage Month
By Diane Manuel
October 7, 2020
A by-product of serving as a volunteer and sharing board rooms with people from different communities is that I have friends now who otherwise would have never been in my orbit. Having LatinX colleagues at my side has made my work better.
giving-charity
Cybershock! Are Your Financial Accounts Secure?
By Rene Nourse
September 30, 2020
Recently—despite my habit of keeping strong oversight of my personal, professional, and business life—something wonky happened to me. Thankfully, I have a strong supporter in the form of an identity theft protection service.
online-security
3 Tips to Manage Breast Cancer and Financial Wellness
By Diane Manuel
September 29, 2020
As a woman Financial Advisor, I know financial planning probably isn't your first thought on hearing a cancer diagnosis. But soon you realize that fighting this disease will take a lot of financial resources. How can you get a handle on the situation?
life-transitions
women-and-money
College Corner: PLUS Loans
By Derenda King
September 23, 2020
Faced with high college prices, a growing number of families are turning to federal PLUS loans to cover the cost of a bachelor’s degree. At the same time, many are struggling to repay this debt. Here are some things parents should know before signing on the dotted line.
college-planning
family-finances
GIG Tips: Is Your 3rd Act Changing to a 4th Act?
By Rene Nourse
September 16, 2020
At UWM, we prefer the term "3rd Act" over "Retirement" because we've observed that folks are super busy once they stop working full time.
-covid-19
retirement-3rd-act
On the Road Again
By Diane Manuel
September 4, 2020
It’s the end of the summer. The Labor Day holiday. One last time to go on a road trip.
life-transitions
-covid-19
GIG Tips: Thinking Career Change?
By Derenda King
September 2, 2020
If your job no longer offers stable employment, or you've been desiring a career change, now could be a good opportunity to develop or enhance your skills to make a successful career change.
-covid-19
life-transitions
GIG Tips: Mindset Challenge
By Diane Manuel
August 19, 2020
Sometimes everything seems overwhelming. Sometimes our lives feel manageable. What’s your mindset? Are you hunkering down? Living in neutral? Or being bold?
-covid-19
women-and-money
life-transitions
College Corner: 5 Tips to Prepare for the First Year of College
By Derenda King
August 13, 2020
Starting college is a big transition and the coronavirus pandemic is making it even more challenging. Here are tips to help students build a foundation for college success.
college-planning
life-transitions
-covid-19
René Nourse Interviewed by Authority Magazine
By UWM
August 5, 2020
René Nourse talks with Tyler Gallagher of Authority Magazine, a publication that features interviews with thought leaders in business, film, sports and technology.
uwm-in-the-news
GIG Tips: Seeking Money Mindfulness
By Millu Ramirez
August 5, 2020
As a result of the COVID-19 pandemic we find ourselves spending most—if not all—of our waking hours at home. Life might feel like it’s on pause, but your financial health isn’t. How you approach your finances mentally is a key part of your ability to master them.
Leer en Español
-covid-19
life-transitions
Pandemic Check-In
By Diane Manuel
August 3, 2020
August is National Wellness Month. And considering the state of world affairs, it’s a perfect time to do a quick check‑in. So how ya doing?
-covid-19
life-transitions
GIG Tips: Pandemic Cybersecurity
By Rene Nourse
July 21, 2020
A major goal in working from home has been to replicate the security of our office network. We've noticed other things while at home, too—like how many spam calls we get!—and have addressed these as well. Here are some tips to keep your financial life in protective mode, too.
-covid-19
online-security
Guest Blog: Caring for Elderly Loved Ones
By UWM
July 20, 2020
Certified Senior Advisor Loli Ramezani discusses available caregiving options.
elder-care-aging
smart-women-savvy-money
guest-blogs
life-transitions
College Corner: 7 Things to Know about Choosing a Major
By Derenda King
July 14, 2020
Since deciding on a college major can be an overwhelming process, now is a good time to get started. Here are some things for your student to consider when choosing a major.
college-planning
GIG Tips: Planning for the New Normal
By Derenda King
July 6, 2020
Uncertainty is a given at some point in our lives. The following questions and tips can help you start thinking about opportunities to position yourself for the future.
-covid-19
investing
Guest Blog: The "New Retirement"
By UWM
July 2, 2020
Emphasis in retirement planning is generally finances—which is critically important—but it doesn’t address the potential emotional, psychological, intellectual and physical adjustments of moving into your "3rd Act."
retirement-3rd-act
smart-women-savvy-money
guest-blogs
life-transitions
College Corner: Rising Seniors, Start Now to Boost Your Application
By Derenda King
June 12, 2020
Now is not the time to sit back and despair over the challenges of COVID-19. Instead, make a Summer College Plan of Action to take the stress out of your senior year.
college-planning
-covid-19
life-transitions
smart-women-savvy-money
Get In Gear Tips: Not Out of the Woods Yet
By Millu Ramirez
June 10, 2020
If you've checked your 401(k) statements, you're probably relieved to see the value going up. Once again, wise investors are rewarded for staying calm. But the market is not the economy, and we're not quite out of the woods yet. Here are our tips for the coming weeks.
Leer en Español
-covid-19
investing
life-transitions
Get In Gear Tip: About New RMD Rules
By Rene Nourse
June 3, 2020
The changes in 2020 are definitely creating a "New Normal" for all of us. On top of everything else, we've had two major tax law changes since December. Here's an overview of how some of the changes could affect you.
-covid-19
retirement-3rd-act
tax-planning
Get In Gear Tips: FAQs about Your Money and the Pandemic
By Derenda King
May 27, 2020
Get answers to some of the most commonly asked questions about your money and the pandemic.
-covid-19
Get In Gear Tip: Cómo planear por un mundo cambiando
By Millu Ramirez
May 20, 2020
Todas estamos viviendo la misma tormenta, pero no estamos en el mismo barco.
-covid-19
investing
en-espanol
Get In Gear Tip: Planning Ahead In a Changing World
By Millu Ramirez
May 20, 2020
We are all in the same storm, but not in the same boat.
Leer en Español
-covid-19
investing
Get In Gear Tip: Stay the Course?
By Diane Manuel
May 13, 2020
New day. New order. New world. Should you "Stay the Course"? Make changes? Sit tight and not be concerned? How can you control feelings of apprehension and fretfulness?
-covid-19
life-transitions
Guest Blog: Reverse Mortgages and You
By UWM
May 11, 2020
Reverse mortgages help many seniors live more plentiful lives. While you won't have a mortgage payment, you are still responsible for some home expenses. Janice Cohen explains.
retirement-3rd-act
real-estate-mortgages
smart-women-savvy-money
guest-blogs
College Corner: Mind the Gap
By Derenda King
May 6, 2020
Thinking of taking a gap year due to the pandemic? There are some important factors to consider before you decide.
-covid-19
college-planning
family-finances
Get In Gear Tip: Stuck in Quarantine?
By Diane Manuel
April 29, 2020
Don’t worry. We’re here to rescue you!
-covid-19
life-transitions
Get In Gear Tip: Who's Hiring?
By Millu Ramirez
April 22, 2020
Despite the current crisis, some companies are hiring right now to meet coronavirus-related consumer demands.
-covid-19
College Corner: Admissions Resources for these Uncertain Times
By Derenda King
April 10, 2020
In UWM's new blog feature, Derenda King provides four college admissions resources to help keep you informed in these uncertain days.
college-planning
-covid-19
family-finances
Get In Gear Tip: What you need to know about the CARES Act
By Derenda King
April 7, 2020
The U.S. government passed a roughly $2 trillion emergency aid bill—the Coronavirus Aid, Relief, and Economic Security (CARES) Act—designed to ease the economic distress brought on by the COVID-19 pandemic. Here’s what you need to know.
-covid-19
The Market has Cooties
By Diane Manuel
March 13, 2020
Yep. The stock market is sick. Literally.
investing
-covid-19
College Corner: 5 Keys to Cutting College Costs
By Derenda King
March 9, 2020
Welcome to our newest blog feature: "College Corner" featuring Financial Advisor Derenda King
college-planning
family-finances
Coronavirus = Market Correction
By Rene Nourse
March 5, 2020
In the past weeks our markets have hit all-time highs and then gone way down. Until there is a resolution for the coronavirus, we'll continue to see market volatility. What should you do?
investing
-covid-19
Guest Blog: Get Ready to Sparkle and Shine in Every Interview
By UWM
March 1, 2020
An interview is like an audition. How do you ensure you sparkle, shine, and get a call back?
smart-women-savvy-money
guest-blogs
life-transitions
Does Your Comfort Zone Feel Like a Brick Wall?
By Diane Manuel
January 30, 2020
Is your comfort zone hemming you in and making your feel stuck? It's 2020—the start of a new decade. How about time for a change?
women-and-money
life-transitions
SECURE is the Cure!
By Rene Nourse
January 9, 2020
In December 2019, a new tax law called the SECURE Act went into effect, making it easier to save for retirement. Here's what you need to know.
retirement-3rd-act
family-finances
tax-planning
Making the World a Better Place Without Breaking Your Bank
By Diane Manuel
December 10, 2019
It’s a call of duty for many of us. Can charitable goals really work alongside personal financial goals and demands?
giving-charity
End of Year Stuff to Know
By Rene Nourse
December 9, 2019
Next year is right around the corner! Here are some things you need to know and do to get ready.
retirement-3rd-act
René Nourse inducted into Marquis Who's Who
By UWM
November 25, 2019
UWM is proud to announce that René Nourse has been inducted into the prestigious Marquis Who's Who Biographical Registry for her role as a trailblazer in financial services.
uwm-in-the-news
Keep Your Wealth Tight
By Diane Manuel
November 20, 2019
Can you believe the decade is almost over? I want to make sure that you begin the 2020s making even better decisions, living an even better life, and staying on track to financial freedom.
women-and-money
life-transitions
Guest Blog: Am I Ready to be a Landlord?
By UWM
November 2, 2019
As with any other investment vehicle, being a landlord has its challenges. (Ever heard of the 3 T's...?)
smart-women-savvy-money
guest-blogs
real-estate-mortgages
investing
Let’s Groove!
By Diane Manuel
October 16, 2019
Getting your financial groove on requires consistency. Knowing what’s happening in your financial life will make you a financial rockstar.
family-finances
retirement-3rd-act
You Could Be Losing $1 Million
By Diane Manuel
September 16, 2019
There is the gap between what women and men invest. And depending on their earnings, it's easily costing women up to $1 million apiece.
investing
retirement-3rd-act
smart-women-savvy-money
women-and-money
"You're a Financial Planner... Now What?" Podcast with René Nourse
By UWM
September 4, 2019
René discusses the correlation between mentorship and next-gen success
uwm-in-the-news
Guest Blog: Good Things Come to Those Who Plan
By UWM
September 3, 2019
Senior care consultant Jill Love shares retirement lessons that she learned from running. On your mark, get set...
retirement-3rd-act
smart-women-savvy-money
elder-care-aging
guest-blogs
life-transitions
estate-planning
Girl, Go Ahead! Get Your Wealth On!
By Diane Manuel
August 26, 2019
We do a lot. We’re single, married, or in committed relationships. We run our families, homes, businesses and, frequently, other people’s businesses.
investing
smart-women-savvy-money
women-and-money
What’s Up With The Market Now?
By Millu Ramirez
August 23, 2019
The stock markets have been experiencing some bumpy rides, and if you're worried about your investment accounts, you’re not alone. But it’s important to keep a cool head.
investing
Guest Blog: 3 Things You Never Knew About Reverse Mortgages
By UWM
August 7, 2019
Reverse mortgages can sound a little scary, but there are some not-so-well-known perks to the loans. Reverse Mortgage Specialist Janice Cohen gives us her top three.
real-estate-mortgages
retirement-3rd-act
guest-blogs
family-finances
My Reason to Get Up
By Diane Manuel
August 5, 2019
"People & Purpose: Thoughts about Women, Philanthropy & Leadership. Learn. Act. Grow. Repeat." When I wrote this thought down, I didn't have any plans—in fact, I lost the note. When I found it a year later, I was shocked! What I wrote then is what I’m doing now. How?
giving-charity
women-and-money
smart-women-savvy-money
Caring for Aging Loved Ones
By Derenda King
June 25, 2019
Every year, 2.8 million elderly people go to the ER for a fall—one fall every 11 seconds. Sadly, 3 of them will die from that fall—one every 19 minutes. What can you do to help your loved ones as they age?
elder-care-aging
smart-women-savvy-money
estate-planning
retirement-3rd-act
Why You Need an Estate Plan
By Rene Nourse
June 3, 2019
An estate plan details how you want your assets distributed after you pass. Women often overlook this aspect of financial planning, which can cause financial burdens for their children and other beneficiaries.
estate-planning
family-finances
Guest Blog: Tough Conversations With Elders Facing Dementia
By UWM
June 3, 2019
Elder care attorney R. Christine Brown presents five tough but important conversations to have with aging relatives, especially if they’re facing Alzheimer’s or dementia.
elder-care-aging
guest-blogs
smart-women-savvy-money
Guest Blog: Thoughts About Style
By UWM
April 15, 2019
A great personal style starts with knowing your “Style Personality". There are four main Style Personalities that almost every woman fits into. Which one do you identify with?
guest-blogs
smart-women-savvy-money
To Roth or Not to Roth? That is the Question!
By Rene Nourse
April 11, 2019
You've probably heard a lot about Roth-type retirement accounts. But what are they? What are the benefits? Are they really worth the hype?
retirement-3rd-act
investing
Carol Jones: One of "30 Under 30" Most Powerful Interns of 2019
By UWM
April 9, 2019
Congratulations, Carol Jones, for being named one of the "30 Under 30" Most Powerful Interns of 2019 by Your Turn Intern.
uwm-in-the-news
Guest Blog: What Does Your Season of Greatness Look Like?
By UWM
March 21, 2019
Many long to achieve their best without understanding what that means. Often people ask: “How can I go to the next level?” A different way to phrase this might be: “What does greatness look like for me?”
smart-women-savvy-money
guest-blogs
Women! You, Too, Can Create Wealth!
By Diane Manuel
February 27, 2019
Frequently, I speak with women who are scared of making financial mistakes — and it paralyzes them. But you have a choices, and you have the power to change.
smart-women-savvy-money
women-and-money
investing
Guest Blog: Is Optimism Good?
By UWM
February 12, 2019
Can optimism make you more successful? Research suggests yes—but it might not work the way you think. Haley Barrows, of the USC Performance Science Institute, explains.
smart-women-savvy-money
guest-blogs
René Nourse Appointed President of AAAA
By UWM
February 6, 2019
Congratulations again to René Nourse for becoming the 10th President of the Association of African-American Financial Advisors (AAAA).
uwm-in-the-news
Congratulations, René Nourse!
By UWM
January 14, 2019
Congratulations to UWM founder René Nourse, who is a recipient of the Five Star Wealth Manager award for 2019 — for the seventh time!
uwm-in-the-news
Guest Blog: Get Ready to Take Action
By UWM
December 11, 2018
Are you ready to embrace a new life? Keep reading… You could be closer than you think!
guest-blogs
smart-women-savvy-money
Year-End Tax Planning: You Still Have Time!
By Rene Nourse
December 11, 2018
Five ways—plus one—to minimize your tax burden before year-end.
tax-planning
retirement-3rd-act
investing
Retiring or Changing Jobs? Don't Leave Your Money Behind!
By Rene Nourse
September 12, 2018
Thinking about changing jobs or retiring? Be sure to take all of your "nickels and dimes" with you when you leave. If possible, don't leave your retirement accounts behind!
retirement-3rd-act
Guest Blog: Planning Ahead for Medicare
By UWM
August 28, 2018
Avoid having to break the bank to pay for Medicare! Tips from our September webinar leaders.
smart-women-savvy-money
retirement-3rd-act
guest-blogs
René Nourse - L.A. Business Journal Most Influential Wealth Managers
By UWM
August 7, 2018
René Nourse has been named one of the Most Influential Wealth Managers in Los Angeles by the Los Angeles Business Journal.
uwm-in-the-news
Spies in Your Home? 5 Ways to Protect Your Security and Privacy
By Rene Nourse
August 2, 2018
I love my smart devices, but could they be spying on me? Here are some tips on how to guard your security and privacy at home.
smart-women-savvy-money
online-security
Is My Teen Money Smart? 5 Things To Teach Them About Finances
By Diane Manuel
July 25, 2018
Before you know it, your teen will be talking about college, a job, their own place. Talk with your teen now about getting money-smart. Here are 5 key questions.
family-finances
life-transitions
Which Way Should I Go? 5 Ways to Keep Your Child On Track
By Diane Manuel
July 11, 2018
Children. No two are alike. Here are five things to help them stay on track in finances and everyday life.
family-finances
life-transitions
Guest Blog: Julia Child, Bill Gates, and Babe Ruth Did It... and You Should, Too!
By UWM
July 10, 2018
If we don’t like the work we’re doing, or if we have problems interacting with the people with whom we work, we can feel drained.
smart-women-savvy-money
guest-blogs
What's Your Investment Policy? 5 Things About Your IPS
By Diane Manuel
June 20, 2018
An IPS includes policies and behaviors to guide you toward meeting your financial goals and objectives. Here's what you need to know.
investing
smart-women-savvy-money
Should l Pay Off My Mortgage Early?
By Rene Nourse
June 13, 2018
Are there advantages to paying off a mortgage early? Of course. But there could also be disadvantages based on your current financial standing.
tax-planning
retirement-3rd-act
real-estate-mortgages
Guest Blog: Sarah Greenfield on Sugar
By UWM
June 7, 2018
Sugar is a drug and there's a dealer on every corner! What causes sugar cravings? What can you do to decrease your reliance on sugar?
guest-blogs
smart-women-savvy-money
The Difference Between Income and Wealth — and 5 Steps You Can Take
By Diane Manuel
June 6, 2018
There's a stark difference between earning money and being wealthy. Here are five ideas to get you on track to grow your wealth.
women-and-money
smart-women-savvy-money
5 Steps to Becoming a Financially Fit Woman
By Diane Manuel
May 23, 2018
Do you manage a home budget confidently? Apply the same skills to long-term goals. Here are 5 ways to take charge of your financial future.
smart-women-savvy-money
women-and-money
Guest Blog: Tax Reform and Your Taxes
By UWM
May 21, 2018
The 2017 Tax Cuts and Jobs Act (TCJA) is the largest piece of tax reform legislation in 30 years. Will your taxes be affected this year?
tax-planning
smart-women-savvy-money
guest-blogs
guest-blogs
Your Life, Your Legacy: Mixology on a Misson
By Diane Manuel
April 30, 2018
A conversation with activist bartenders Laura Genao & Veronica Gutierrez about mentoring, sports, social justice & cocktails.
giving-charity
Are Your Social Security Benefits Secure?
By Rene Nourse
April 23, 2018
How does Social Security work? And will it still be there when you are ready to retire?
smart-women-savvy-money
retirement-3rd-act
5 More Things to Know About the TCJA
By Rene Nourse
April 12, 2018
The financial services and accounting industry has been busy interpreting the Tax Cuts & Jobs Act and ways to implement the changes. As a follow-up to our earlier blog, here are 5 more things you need to know.
tax-planning
retirement-3rd-act
Guest Blog: Goals vs. Resolutions
By UWM
March 8, 2018
Did you set any resolutions this year or goals for the upcoming months?
guest-blogs
life-transitions
smart-women-savvy-money
Guest Blog: Swipe Right To Your Perfect Successor Trustee
By UWM
February 16, 2018
Like online dating, choosing a successor trustee for your trust can feel like a hit-or-miss decision. Estate planning attorneys Zakiya Norton & Somita Basu share some tips to help make the decision a little easier.
estate-planning
smart-women-savvy-money
family-finances
guest-blogs
guest-blogs
What’s Going On With the Stock Market?
By Diane Manuel
February 8, 2018
The stock market declines one day and then increases the next. Feels a bit jarring, right? What’s really happening?
investing
5 Things to Know About the Tax Cuts & Jobs Act (TCJA)
By Rene Nourse
February 6, 2018
No doubt you are curious about the impact the new tax law will have on your personal finances. While some aspects of the law are still in flux, here are some things you ought to know.
tax-planning
real-estate-mortgages
family-finances
A smart philanthropist’s guide to giving back
By Diane Manuel
December 26, 2017
Making a New Year's Resolution? Diane Manuel has some excellent tips for incorporating philanthropy into your everyday life in the coming year.
giving-charity
Guest Blog: Fashionistas, You Need a Plan!
By UWM
December 1, 2017
December will be over before you know it, so here is a preview of our January Smart Women—Savvy Money Webinar, with guest blogger Jana Coke.
guest-blogs
smart-women-savvy-money
guest-blogs
Your Life, Your Legacy: "It's So Fun!"
By Diane Manuel
November 28, 2017
A conversation with Diane Reichenberger, VP at Mattel and cofounder of The Women’s Accelerator, a mentoring program for professional women, about finding her groove as a volunteer/philanthropist.
giving-charity
Health Savings Accounts: A Major Trifecta!
By Rene Nourse
November 28, 2017
Open enrollment is here again! And if you're not using a Health Savings Account (HSA), you could be missing out on tremendous tax advantages now and a powerful tool to build retirement income for later.
retirement-3rd-act
tax-planning
5 Things about Year-End Giving
By Diane Manuel
November 27, 2017
#GivingTuesday is a great time to think about your giving plans. Here are 5 tips to help you be strategic and intentional.
giving-charity
tax-planning
retirement-3rd-act
René Nourse: A Woman to Watch!
By UWM
November 27, 2017
René Nourse has been named as one of InvestmentNews' 2017 Women to Watch.
uwm-in-the-news
René Nourse named Five Star Wealth Manager
By UWM
November 26, 2017
Once again, René Nourse has been selected as a winner of the Five Star Wealth Manager Award, as highlighted in Los Angeles Magazine.
uwm-in-the-news
Big-Ticket Buying 101
By Rene Nourse
November 20, 2017
Black Friday and Cyber Monday are coming, and you can bet that stores will be offering deep discounts and credit incentives on big ticket items. But is it really the best time to buy?
Guest Blog: Lois Frankel on How to Get Their Attention
By UWM
October 17, 2017
If you've ever wondered why your ideas are overlooked or not taken seriously, here are 3 tips for communicating more powerfully at work.
smart-women-savvy-money
women-and-money
guest-blogs
guest-blogs
Your Life, Your Legacy: Creating Legacies for Generations
By Diane Manuel
September 28, 2017
The LA Sparks are in the WNBA finals again! Learn how their President & COO, Christine Simmons, is continuing a legacy of strong women leaders.
giving-charity
5 things to know about the Equifax breach and your credit
By Diane Manuel
September 22, 2017
The Equifax breach is disheartening. Your credit history is your financial diary. Here's what you need to do to keep your credit safe.
online-security
What kind of life insurance is best for me?
By Rene Nourse
September 18, 2017
You know you need life insurance. But what kind? René takes you through the basics.
Guest blog: How now do I cloud?
By UWM
September 15, 2017
What is “the cloud”? Should I know? Should I care? From the "Tech Diva" Zenobia Millet.
guest-blogs
smart-women-savvy-money
online-security
guest-blogs
In Memoriam
By Rene Nourse
September 7, 2017
It is with a heavy heart that I share with you that my beloved Mom passed on August 30, 2017.
elder-care-aging
Why Investing in Women Pays Dividends
By Rene Nourse
August 4, 2017
Lots of talk about gender diversity, equality and inclusiveness. Did you know there is evidence linking diversity and profitability?
women-and-money
investing
smart-women-savvy-money
"Nice girls don’t get rich." An interview with Lois Frankel
By Diane Manuel
August 3, 2017
Diane interviews Lois Frankel, founder of BloomAgain, author of Nice Girls Don’t Get Rich—and our November Smart Women webinar speaker.
investing
smart-women-savvy-money
Guest blog: Getting real about caring for aging loved ones
By UWM
August 1, 2017
Watching our moms, dads, or other loved ones age is tough. Being realistic about their needs and abilities can be even tougher.
smart-women-savvy-money
elder-care-aging
guest-blogs
5 Things You Need to Know About Working with a Financial Planner
By Rene Nourse
July 14, 2017
Have you every wondered, "Do I need a lot of money to work with a Financial Planner?"
Your life. Your legacy. A conversation with Amelia Williamson.
By Diane Manuel
July 13, 2017
Meet Amelia Williamson, a philanthropic advisor and strategist known to her clients as "The Philanthropic Therapist".
giving-charity
Guest blog: Aging in place
By UWM
July 11, 2017
Did you know there is a designation for "Seniors Real Estate Specialists"? Realtor Pam White explains why it matters.
elder-care-aging
guest-blogs
real-estate-mortgages
smart-women-savvy-money
5 Ways to Support our Climate
By Diane Manuel
June 6, 2017
Greenhouse-gas emissions are being tackled by corporations as well as governments. What can the rest of us do to support our planet?
investing
Guest Blog: Impact Investing
By UWM
May 17, 2017
Sustainable, responsible, and impact investing is making a mark in the U.S. economy. Guest blogger Susan Baker explains.
investing
guest-blogs
smart-women-savvy-money
guest-blogs
Your Life, Your Legacy: Make Change Happen
By Diane Manuel
May 1, 2017
Vivienne Lee realizes that systemic change is needed to create more equality and equity in society, and she has spent her career creating the conditions to make it possible.
investing
giving-charity
Supersize Your Retirement Planning
By Rene Nourse
April 30, 2017
It doesn’t take an advanced degree to know that the more you put into a retirement account, the more you’ll have later. But how much should you be putting away? And how much should you have to make sure you can live comfortably in retirement? And what if you’re not at that level yet? According to a recent study, a few percentage points can make a dramatic difference over time.
retirement-3rd-act
4 Obstacles That Keep You From Early Retirement
By Rene Nourse
April 15, 2017
Did you know that more than a third of Americans have less than $10,000 saved for retirement? If you're dreaming about retiring early, here are some things that could be getting in your way.
retirement-3rd-act
investing
5 Ways To Get Your Financial Groove On
By Diane Manuel
April 10, 2017
One quarter down! You’ve recovered from the holidays and Girl Scout cookies. Now on to the next thing: setting yourself up for a wonderful year.
smart-women-savvy-money
5 Things to Know about the “B” Word
By Diane Manuel
March 27, 2017
Budgets! When we mention the “B” word, heads start spinning and eyes glaze over. Yet budgeting is the core of growing wealth. Understanding your own personal budget is the first step on the yellow brick road to wealth. Don’t let the Wicked Witch of the West stop you. Your budget is your pair of ruby slippers. Let’s set you on your road to Oz.
René Nourse Featured in Pax World Management's "Women & Wealth" Newsletter
By UWM
March 13, 2017
Enjoy this interview with René, featured in the March 2017 "Women & Wealth" Newsletter from Pax World Management.
smart-women-savvy-money
women-and-money
Your Life, Your Legacy: “I Was Defiant”
By Diane Manuel
March 8, 2017
Diane Manuel’s conversation with Betty LaMarr, founder of EmpowHer Institute, which empowers marginalized girls through education, training, and mentorship.
giving-charity
Guest Blog: 5 Ways to Move Beyond Your Money Fears
By UWM
March 2, 2017
In this “5 Things” guest post, financial coach Imelda Villalobos and group therapist Zoe Gillis provide some concrete tips for getting past your money fears.
guest-blogs
guest-blogs
5 Things to Know About Getting a Bonus
By Diane Manuel
March 1, 2017
For many of us, Spring is a time of renewal and fresh starts. It is also frequently a time for bonuses. If you’ve had a successful year, you’ve hit your metrics, and bonuses are part of your compensation plan, here are five key issues for you to think about before your bonus is deposited into your bank or brokerage account.
investing
Guest Blog: Talking With Kids About Money
By UWM
February 16, 2017
We are delighted to bring you a guest blog from Sam X Renick, creator of Sammy Rabbit and the “It’s a Habit” Company, and a vital and energetic advocate for financial literacy for children. Enjoy!
family-finances
guest-blogs
guest-blogs
Your Life, Your Legacy: Not Just a Making Living, Making a Difference
By Diane Manuel
January 4, 2017
"Don't just make a living—make a difference." Diane Manuel interviews renowned leadership coach Lois Frankel about her giving philosophy.
giving-charity
5 Ways To Up Your Money Game
By Rene Nourse
January 4, 2017
It's a new year and I'm willing to bet that one of your resolutions is to handle your money better. Here are 5 ideas to up your game.
smart-women-savvy-money
Your Life. Your Legacy. The Year in Review.
By Diane Manuel
December 3, 2016
Looking back on the first year of our interview series.
giving-charity
5 Things About Black Friday
By Diane Manuel
November 22, 2016
Here we are again at the holiday season! Here are five things to think about before hitting the stores on Black Friday.
Your Life, Your Legacy: Born in South L.A.
By Diane Manuel
November 9, 2016
Many of Nike Irvin’s pivotal career choices have been based on the fact that she was born and raised in South Los Angeles. She knows there is work to do. “Serving my community is my North Star.”
giving-charity
Your Life, Your Legacy: “Invest in Ourselves.”
By Diane Manuel
October 10, 2016
Matt Kamin started fundraising early and learned that the key to a nonprofit's success isn't size, venue, or tools—it's leadership.
giving-charity
Don’t Get It Twisted: Working With a Financial Planner
By Rene Nourse
October 10, 2016
I'm often asked: “How much money do I need to work with you?” Traditionally, financial services has emphasized what you have now over what you're trying to build. Well, this is changing.
investing
Avoiding the Inherited IRA Nightmare
By Rene Nourse
September 14, 2016
A client recently contacted me for advice on a sticky situation. Both she and her husband had inherited IRAs from their mothers who had passed away 6 and 11 years earlier respectively.
estate-planning
investing
retirement-3rd-act
Your Life, Your Legacy: Service is the Norm
By Diane Manuel
September 13, 2016
A Conversation with Marta Ferro
giving-charity
Your Life. Your Legacy. A Conversation With Leslie A. Ito.
By Diane Manuel
August 8, 2016
For Leslie Ito, President & CEO the Japanese American Cultural & Community Center, the key to philanthropic success is to “keep it fresh.”
giving-charity
Financial Fitbit: Healthy Finances
By Rene Nourse
August 2, 2016
If you’re serious about health and fitness, you’re probably using some type of tool to keep you on track. It’s all about accountability. The same holds true for personal finances.
Are you a "HENRY"?
By Rene Nourse
July 8, 2016
If you are, then congratulations! You’ve got a good running start.
Your Life, Your Legacy: Connect, Brand, Strategize
By Diane Manuel
July 5, 2016
Wendy Gladney Dean, founder of Forgiving for Living and the consulting business Personal Services Plus, works with non-profits to help them find the space in which they can excel.
giving-charity
Are You Ready For BREXIT?
By Rene Nourse
June 28, 2016
The world woke up Friday, June 24th to a new reality: the UK voted to leave the EU by a thin margin—roughly 52% to 48%. What will happen now? And what do you need to know and do?
investing
5 Things to Know If Your Adult Child is Living At Home
By Diane Manuel
June 3, 2016
It's graduation season! And now the young, wide-eyed son or daughter you sent off to high school, college, or even graduate school is back...in your home.
family-finances
Guest Blog: In Real Estate, the More Things Change...
By UWM
May 31, 2016
Guest blogger Nancy Harris of Keller Williams Pacific Playa reflects on words of wisdom for real estate investors.
real-estate-mortgages
smart-women-savvy-money
guest-blogs
guest-blogs
Your Life. Your Legacy. A Conversation with Virgil Roberts.
By Diane Manuel
May 30, 2016
Virgil Roberts is the managing partner of the law firm Bobbitt & Roberts, which specializes in representing entertainment industry clients.
giving-charity
5 Things You Need To Know About Disability Insurance
By Diane Manuel
May 20, 2016
With the advent of new medical technologies, we're all more likely to be disabled than die due to injury or illness. May is Disability Insurance Awareness Month. Act now to review your disability insurance and determine your financial capacity to weather a serious illness or injury.
5 Things to Know About Sustainable and Responsible Investing (SRI)
By Diane Manuel
May 11, 2016
Have you heard about Sustainable and Responsible Investing? Here are 5 things you should know about extending investment goals to include social impact as well as financial success.
investing
giving-charity
Your Life. Your Legacy. A Conversation With Beth Bergman.
By Diane Manuel
May 4, 2016
Beth Bergman, a partner at the law firm Bergman and Allderdice, represents non-profits in all areas, including community and economic development. The firm’s goal is to support the self-sustainability of community-based non-profits. Her mantra is “Think private; act public."
giving-charity
5 Things to know about Presidential Elections and the Market
By Diane Manuel
April 22, 2016
It’s been a long election season so far, and we still have months to go.... How do Presidential campaigns affect investing? Here are five things to know about elections and the Market.
investing
5 Tax Things NOT to Worry About
By Diane Manuel
April 12, 2016
Tax day is coming.... Diane Manuel has five things you DON’T have to worry about, even if haven’t filed yet.
tax-planning
Bequests & Beneficiaries: Do You Know The Difference?
By Rene Nourse
April 2, 2016
It happens often in attorneys’s offices: a family asks to have a deceased’s Living Trust administered or Will probated. The estate planning documents are complete and well thought-out, but a significant portion of the estate can't be transferred to survivors. Why? Because the assets have been assigned to individual beneficiaries, and the Trust or Will can't override the designation.
estate-planning
Your Life. Your Legacy. A Conversation with Eleanor Beasley.
By Diane Manuel
April 1, 2016
As a part of our continuing series on philanthropic leaders, Diane Manuel talks with Eleanor Beasley, a former banking executive and active volunteer, who is now Executive Director of two Pasadena-based nonprofits: Bloom Again and Rose City Counseling Center.
giving-charity
5 things to Know About Cash Savings
By Diane Manuel
March 30, 2016
Think "ordinary" cash savings isn't part of long-term financial planning? Think again. Here are five things to know.
Your Life. Your Legacy. A Conversation with Alicia Lara.
By Diane Manuel
March 10, 2016
In the second in our series of interviews on philanthropy, Diane Manuel talks with Alicia Lara, MPH, Senior Vice President of Impact for United Way Worldwide, responsible for designing and developing United Way strategies and programs across the US and internationally.
giving-charity
Guest Blog: Password Management
By UWM
March 4, 2016
Help! Is my password the one with the number or the question mark? Guest blogger Zenobia Millet has tips for learning to manage all your zillion passwords.
online-security
guest-blogs
guest-blogs
5 Things About Behavioral Finance
By Diane Manuel
February 23, 2016
You may have heard the term "Behavioral Finance", but you may not know what it means. And you wonder... Is this something I should know about? Is this important to me? How does this impact my financial life? Well, here’s a primer.
5 Things To Know About Managing Your Career
By Diane Manuel
February 15, 2016
Let there be no doubt: the concept of loyalty between employers and employees is limited, at best, these days. You are in the driver’s seat regarding your career.
5 Things: Get Ready For College. Now.
By Diane Manuel
February 8, 2016
Wow, it was just yesterday that your child was a baby and friends and relatives were congratulating you on such a happy and darling child.
Does Your Retirement Plan Have a Big Red Bullseye On It?
By UWM
February 4, 2016
I want to warn you: this is not sexy, warm and fuzzy, but it is critical if your goal is to not only preserve your dignity but to ensure you don’t run out of money during your most vulnerable retirement years.
smart-women-savvy-money
women-and-money
retirement-3rd-act
Your Life. Your Legacy. Talking wth Yolanda Gorman about Philanthropy.
By Diane Manuel
January 27, 2016
How to create a culture of giving? Of enthusiasm? Of innovation and creativity? Yolanda Gorman, member of the Board of Regents for the University of California, believes that these issues will be at the forefront of philanthropy as we move through the early parts of the 21st century.
giving-charity
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