23 Things About Mothers

  1. 127009I’d like to be the ideal mother, but I’m too busy raising my kids.

  2. 80.5 million are the number of mothers of all ages in the USA.

  3. 81% of women between 40 and 44 are mothers.

  4. Women expect to have 2 children in their lifetime.

  5. Working mothers are guinea pigs in a scientific experiment to show that sleep is not necessary to human life.

  6. Parents often talk about the younger generations as if they didn’t have anything to do with it.

  7. A mother’s role is to deliver children obstetrically once, and by car forever after.

  8. God could not be everywhere and therefore he made mothers. – A Jewish Proverb

  9. There is only one pretty child in the world, and every mother has it. – Chinese Proverb

  10. A man loves his sweetheart the most, his wife the best, but his mother the longest. – Irish Proverb

  11. Grandparents: The people who think your children are wonderful even though they’re sure you’re not raising them right.

  12. A single Mom was asked by a friend what her son was taking in college. With a sigh she replied, “Everything I have.”

  13. Most Mothers are always amazed when their sons/daughters marry a person with much lower mental capacity, ambition and moral standards, yet still manage to have utterly brilliant children.

  14. For the hand that rocks the cradle – Is the hand that rules the world.

  15. “All that I am, or hope to be, I owe to my angel mother.”            – Abraham Lincoln

  16. A mother is the one who is still there when everyone else has deserted you.

  17. Mother – that was the bank where we deposited all our hurts and worries.

  18. What did the mother broom say to the baby broom? It’s time to go to sweep.

  19. I want my children to have all the things I couldn’t afford. Then I want to move in with them.  – Phyllis Diller

  20. 89.7% of all children lived with their biological mothers in 2012. About 1.2% of all children lived with a stepmother.

  21. Jacob and Sophia were the most popular baby names for boys and girls, respectively, in 2011.

  22. Many of the sweaters worn by Mr. Rogers, were actually knitted by his real mother.

  23. When the going gets tough, the tough call Mom!

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Financial Perspectives: Understanding the Unique Challenges Faced by Women

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Happy Month of June

Mint is one of my favorite herbs.  It loves to grow, just like your money, as we celebrate the glorious month of June.


June is named for the Roman goddess, Juno Moneta.  Both the words, money and mint, are derived from her name because she is the ultimate Financial Advisor.  As the protector of funds, she oversees money.  She abhors thoughtlessness and any financial shenanigans.  Therefore she is against stock picking, market timing, and chasing past performance.  Instead she stands for prudent diversification and daily rebalancing leading you toward peace and abundance.


The Romans so believed in her power for abundance, they minted silver coins in her temple for over 400 years.  Think about her as you handle your own silver coins today.  Send off your financial transactions with her blessings.  She will bless you back through her guidance and steadfast conviction that only through financial knowledge and prudent decisions we discover financial peace.


So turn off the television today and take a rest from the craziness of Wall Street and all its usual suspects.  Instead, brew a cup of mint tea and thank Juno for her wisdom.  It’s going to be a brilliant and prosperous June!

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Shocking Story! Who Gets the IRA?

Dear Ladies,

I had the unfortunate job this week to inform a recent widow, 50 years old, that her husband’s IRA beneficiary is her MOTHER-IN-LAW!  That’s right.  Read that sentence again.  Her husband of 11 years never changed his IRA beneficiary to his wife after they were married.  As a result, my new client’s MOTHER-IN-LAW is now the proud recipient of her son’s IRA.  The mother-in-law is 78 years old, wealthy, and very needy (this was her only child).  She has decided to hold the IRA money over my client’s head by telling her she will receive the money after her death and, oh by the way, she sure would appreciate a trip to the grocery store.

Watch the video below!


You may think this could never happen to you, but I am here to tell you, I see it more often then you think.  There are so many divorces and second, third, fourth marriages; and we are all so busy, busy, busy watching the Bachelor and Dancing with the Stars.  Please, please check your beneficiary forms on your’s AND your partner’s IRA AND get a copy of it.  Believe it or not, that is one of the most difficult tasks because so many companies have changed ownership after ownership (i.e., NationsBank, Countrywide, Merrill Lynch are all now Bank of America).

CLICK HERE to request a Beneficiary Checklist.


And then there’s the issue of taxes.  Do you know that this MONSTER-IN-LAW (thank you Jennifer Lopez and Jane Fonda!) is considering liquidating her deceased son’s IRA and putting it into her checking account.  That is so sad and detrimental to a slew of people including my client’s son, but it sure is grand for the government.  Just think how this poor man worked for the county for almost 25 years saving through his IRA just to give it to the government (up to 80%) and his mother’s checking account who doesn’t even need it.



It’s up to you and I can help.  Take a moment and think about your IRA.  Now think about your partner’s IRA. If only I had met this woman before her husband died, things could have been different. What will it be like for you? 

CLICK HERE to request a Beneficiary Checklist.

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Meet Client, Nina Beucler Rebstock

Here is client, Nina Beucler Rebstock, a yoga instructor and nutrition coach, discussing her struggle with menopause and what she did about it on Fox News!  Come to the client class on Saturday, January 28 and meet Nina.  You can REGISTER HERE.

Nina and I will also be hosting a Food and Money Myth class in February.  Stay tuned for more details. 

Congratulations, Nina!

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