Broker Check

Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a video, an infographic or some other surprise. So keep checking in. We’re glad to have you reading along.

Thursday, September 16, 2021

If you are feeling a bit confused about the direction of inflation, you’re in good company. Some of the best and brightest economists in the country are having a tough time getting their arms around the current inflation trends...

Thursday, September 9, 2021

The most recent stats on corporate dividends suggest that global companies are bullish on the world’s economic recovery.Dividends paid to investors are on track to hit $1.4 trillion this year and are expected to stretch even...

Wednesday, September 8, 2021

In this podcast we breakdown the TechGirl Financial Planning Process and how we work with clients to develop their own customized financial roadmap and the investment strategy to support it.

Monday, September 6, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...

Thursday, September 2, 2021

Are you having a tough time keeping track of inflation's mixed signals? You’re not alone.Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price...

Show All

Wednesday, August 25, 2021

In the spring of 2020 as the pandemic took hold, schools across the nation at all levels had to quickly shift from providing in-person learning to remote instruction. This affected the learning environment and opportunities for kids to...

Thursday, August 12, 2021

Have you ever heard the Wall Street expression, "markets climb a wall of worry?"It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry...

Tuesday, August 10, 2021

After months living in the shadows of the pandemic, the world is finally re-awakening to embrace a new world. In the 5th season of our podcast, we will explore how our world is changing in multiple areas including: education, the...

Monday, August 2, 2021

Summer jobs are a perennial aspect of the American workforce. It’s a time when teenagers are filling out applications and, in many cases, earning wages of their own for the first time. But some of what we’ve become...

Thursday, July 29, 2021

Corporate earnings season has begun, and the results are turning heads on Wall Street.Of the 120 companies in the S&P 500 index that reported numbers as of Friday, July 23, 89% of them beat the Street’s earnings-per-share...

Wednesday, July 28, 2021

It’s long been an aspirational target for entrepreneurs. It literally goes beyond “blue sky,” in terms of location, to a place no business has gone before: Outer Space!Longtime space enthusiast and entrepreneur...

Thursday, July 8, 2021

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on...

Tuesday, July 6, 2021

Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began last week. In fact, over $250 billion was lost in the crypto market alone.1It may be tempting to view this as another...

Saturday, June 19, 2021

One of the most anticipated comebacks of 2021 isn’t an athlete, rock star, or movie franchise. It’s summer travel, and it appears to be back with a vengeance.Travel agents are working 14-hour days to meet the needs of...

Tuesday, June 8, 2021

It’s an exciting time when your home business starts to take off. You planned well, budgeted correctly, and clearly, your marketing campaign was a success. But now you need to figure out whether the home you’re living in is...

Tuesday, June 1, 2021

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.”The most recent reading on consumer prices put inflation back into the conversation. The...

Thursday, May 27, 2021

Since the 1980s, unemployment rates have trended higher amongst men than women during a recession. In previous periods of economic downturn, this made sense. Male-dominated industries, like construction and finance, were typically...

Tuesday, May 25, 2021

Explore the different ways you can help finance the costs of higher education. How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings...

Friday, May 21, 2021

Hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in meetings with clients and prospects or from friends and relatives who want to know, “what all the buzz is about?”The...

Wednesday, May 19, 2021

Wealth encompasses far more than dollars and cents. How we define "wealth" is unique to each individual based on our experiences, values, and habits. No matter what stage of life you are in, it's never too late to design or re-design...

Tuesday, May 18, 2021

A deep dive into workers' expectations in retirement versus actual income sources. Will your retirement dreams match your reality? That's perhaps the most critical question to ask people who are currently retired. Was your retirement...

Thursday, May 13, 2021

A Look at Non-Fungible Tokens Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware...

Thursday, May 6, 2021

Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers,...

Tuesday, May 4, 2021

This year, markets have experienced an odd phenomenon. A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1 There are many...

Tuesday, April 20, 2021

How generational and societal change is influencing companies and the markets. ESG: what does that acronym stand for? Those three letters stand for "Environmental, Social, and Governance" and signify an investment that has particular...

Thursday, April 15, 2021

Take steps so criminals won’t take vital information from you. America is enduring a data breach problem. As many workers traded in the office for remote work, data security has been a focus for the public and private sectors....

Tuesday, April 13, 2021

The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for...

Thursday, April 8, 2021

What does inflation mean for your investments?In August of 2020, the Fed announced that it is willing to allow inflation to run higher than normal in order to support the labor market and broader economy. This major policy shift allows...

Sunday, April 4, 2021

Believe it or not, resilience, accountability, leadership, respect, patience, and perseverance are not the only things we can learn from sports -— there are plenty of important money lessons, too. If you are not convinced, then here...

Tuesday, March 30, 2021

Welcome to TechGirl Financial 3.0

Wednesday, January 13, 2021

In this month’s recap: Stocks closed the year with a solid rally, fueled by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal relief bill. Provided by TechGirl Financial U.S. Markets A tumultuous year...

Wednesday, December 23, 2020

How many pieces do you have in place? Provided by TechGirl Financial When you read about money matters, you will sometimes see the phrase, “getting your financial house in order.” What exactly does that mean? When your...

Monday, December 21, 2020

How your investment strategy is like a long-term partnership. Provided by TechGirl Financial Your investment strategy is a lot like a marriage. One day you may feel like everything’s going swimmingly. The next day, there might be...

Tuesday, December 15, 2020

Past performance is not indicative of future results. Provided by TechGirl Financial In the financial services industry, we often disclose that when it comes to investing, past performance is not indicative of future results. When it...

Friday, December 11, 2020

Hopeful markets react Provided by TechGirl Financial As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.1...

Monday, December 7, 2020

In this month’s recap: Stock prices powered higher and energized investors thanks to a month-long succession of positive news events. Provided by TechGirl Financial U.S. Markets Stock prices powered higher and emboldened...

Monday, November 30, 2020

Numbers to know for the new year Provided by TechGirl Financial On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes,...

Monday, November 23, 2020

What are the keys to prepare to grow wealthy together? Provided by TechGirl Financial When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as...

Thursday, November 19, 2020

If an investor chooses a non-human financial advisor, what price could they end up paying? Provided by TechGirl Financial Investors have a choice today that they did not have a decade ago. They can seek investing and retirement...

Tuesday, November 17, 2020

Provided by TechGirl Financial Today we are thrilled to welcome Adriana Gascoigne, founder and CEO of Girls in Tech, a global non-profit dedicated to empowering, educating, and mentoring women in the technology industry. In our...

Tuesday, November 10, 2020

In this month’s recap: Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October. Provided by TechGirl Financial U.S. Markets Inaction on a second American...

Tuesday, November 3, 2020

Provided by TechGirl Financial It should come as no surprise that the economy is the most crucial issue in the upcoming election. But here’s something that may surprise you. More than 90% of investors say they plan to change...

Thursday, October 29, 2020

Provided by TechGirl Financial California has always been one of the best states to run a business. Not only because it has a booming economy, diverse industries, and a large talent pool, but it’s also home to...

Thursday, October 22, 2020

Getting started with your household budget Provided by TechGirl Financial Budgeting towards needs and goals. One of the objectives of creating a household budget is that, as time moves on and the various household members advance in...

Tuesday, October 20, 2020

Insights from Generation Z Spokesperson Provided by Victor Gaxiola In today’s podcast we welcome Angelica Sirotin, a Gen Z Digitalization Expert, Venture Entrepreneur, Executive Producer, and Co-Founder of the Digital Pioneers...

Tuesday, October 13, 2020

There’s been a drop in activity. What’s next? Provided by TechGirl Financial There hasn’t been much merger and acquisition activity through 2020. This diminished activity comes despite low interest rates, which may...

Thursday, October 8, 2020

In this month’s recap: Stocks dropped during the month as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe. Provided by TechGirl Financial U.S....

Tuesday, October 6, 2020

Provided by TechGirl Financial As part of our Innovation Series this season, we are thrilled to have Asra Nadeem join us on the program. Asra is the first female Pakistani venture capitalist and global speaker who has spoken on the...

Wednesday, September 30, 2020

More time at home, more home improvements Provided by TechGirl Financial Due to COVID-19, Americans are spending more time at home than ever before, leading to a record amount of spending on home improvement.1 It’s not that big...

Monday, September 28, 2020

Preparing for any outcome Provided by TechGirl Financial As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What...

Tuesday, September 22, 2020

Provided by TechGirl Financial Although 2020 will be remembered as the year of the Coronavirus pandemic, behind the scenes in labs, tech incubators and companies around the world, new innovations and processes are developing that will...

Thursday, September 10, 2020

Looking ahead can help you conquer these unique obstacles. Provided by TechGirl Financial When it comes to retirement, some women face obstacles that can make saving for retirement a challenge. Women typically earn less than their male...

Wednesday, September 9, 2020

The 4th season of the TechGirl Financial podcast will be centered around Innovation and its ongoing impact at home, at work and in our communities. Provided by TechGirl Financial Despite the global pandemic that has led to economic...

Tuesday, September 8, 2020

In this month’s recap: Stocks prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. Provided by TechGirl Financial U.S. Markets...

Thursday, September 3, 2020

What to keep in mind regarding the recent CPI numbers. Provided by TechGirl Financial Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were...

Monday, August 31, 2020

Here’s what you need to know Provided by TechGirl Financial Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved...

Thursday, August 27, 2020

It depends on your goals, time horizon, and risk tolerance Provided by TechGirl Financial “Will I outlive my retirement money?” That’s one of the top fears for people who are starting to prepare for their retirement...

Tuesday, August 25, 2020

What Employees Need to Know Provided by TechGirl Financial Is your employer giving you restricted stock units (RSUs)? Here are some details about RSUs, which differ from stock options in both their nature and taxation. Remember that...

Thursday, August 20, 2020

An overview of some of the fundamental steps to take. Provided by TechGirl Financial When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made...

Tuesday, August 18, 2020

How do these investment approaches differ? Provided by TechGirl Financial Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe...

Thursday, August 13, 2020

Election years cause some anxiety. Provided by TechGirl Financial With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many...

Tuesday, August 11, 2020

Trust administration is more difficult than many families presume. Provided by TechGirl Financial In an ideal world, managing a family trust would be simple. There would be no stress, no big learning curve, and no great time commitment...

Friday, August 7, 2020

In this month’s recap: stocks rose as better-than-expected corporate earnings and progress on a COVID-19 vaccine encouraged investors. Presented by TechGirl Financial, August 2020 U.S. Markets Stock prices rallied in July as...

Thursday, July 30, 2020

This early financial decision could prove helpful over time. Provided by TechGirl Financial Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a...

Tuesday, July 28, 2020

Financial results are reported each quarter. Provided by TechGirl Financial Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news. But what exactly is “earnings...

Tuesday, July 21, 2020

Provided by TechGirl Financial Despite the uncertainties of these past few months, it’s important to understand that 2020 is actually a good time to put the extra effort into managing your finances. Not just because of the...

Thursday, July 9, 2020

In this month’s recap: stocks notched a solid gain, overcoming the rise of reported COVID-19 cases and plans of a slowdown in economic re-openings. Provided by TechGirl Financial U.S. Markets Stock prices climbed higher in June,...

Thursday, June 25, 2020

The SECURE Act and CARES Act may complicate the decision. Provided by TechGirl Financial As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for...

Tuesday, June 23, 2020

This vital investment account question should be answered sooner rather than later. Provided by TechGirl Financial Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and...

Thursday, June 18, 2020

What do you do with big money? Provided by TechGirl Financial Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also...

Tuesday, June 16, 2020

You can plan to meet the costs through a variety of methods. Provided by TechGirl Financial How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings...

Tuesday, June 9, 2020

Exploring your extended care options may be wise at this time. Provided by TechGirl Financial Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health...

Tuesday, June 9, 2020

In this podcast we review the benefits, share who’s eligible, how much you can contribute each year, and how to make the most of your account. Provided by TechGirl Financial At TechGirl Financial we NOW have the ability to manage...

Friday, June 5, 2020

In this month's recap: stocks rallied in May, sparked by a supportive Federal Reserve, stories of states re-opening, and reported progress on a COVID-19 vaccine. Provided by TechGirl Financial U.S. Markets Stocks rallied in May,...

Thursday, May 28, 2020

A useful year-end move to counteract capital gains. Provided by TechGirl Financial Even though this may end up being a subpar year for stocks, you may realize capital gains, which is a taxable event. What can you do about them? You can...

Wednesday, May 27, 2020

How does it work? What should you do? Provided by TechGirl Financial Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way. Thanks to the...

Tuesday, May 26, 2020

Provided by TechGirl Financial As the Covid-19 pandemic continues to take hold our lives, the future of education and the college experience for students remains stalled and uncertain. This past month the California State University...

Thursday, May 21, 2020

Why do so many people choose them over traditional IRAs? Provided by TechGirl Financial The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become...

Tuesday, May 19, 2020

Join us to learn insights from Female Financial Professionals Provided by TechGirl Financial Join us as we bring together an expert panel of female financial professionals to share how they have adjusted to the new normal to serve...

Thursday, May 14, 2020

Confidence can quickly erode, but it can also quickly emerge. Provided by TechGirl Financial Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire. Household...

Tuesday, May 12, 2020

Provided by TechGirl Financial The closing of schools across the country this Spring has led to a great deal of uncertainty on the re-opening of schools this fall and the future of education. Due to the Coronavirus pandemic, how has...

Thursday, May 7, 2020

In this month’s recap: Stocks rebounded sharply, fueled by a flattening of the COVID-19 curve and positive results from clinical trial investigating a treatment for the virus. Provided by TechGirl Financial U.S. Markets Stocks...

Tuesday, May 5, 2020

Answers to some frequently asked questions. Provided by TechGirl Financial The federal government is providing a little economic relief to many taxpayers. The Internal Revenue Service is sending millions of Economic Impact Payments...

Monday, April 27, 2020

Waiting for Your Vested RSUs to Return to Pre-Recession Levels? Think Again. Provided by Kim Gaxiola, CFP® Here in Silicon Valley, we've been very fortunate our corporations have the technology to continue working, even if at home....

Thursday, April 23, 2020

Is it right for you? Provided by TechGirl Financial The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it's been a difficult time would be an understatement. However, difficult times may open doors to new...

Tuesday, April 14, 2020

It’s more important than ever for women to get invested. Provided by TechGirl Financial Financial experts might give you the information that the retirement plan of every individual is distinct as every retiree has their own...

Tuesday, April 7, 2020

A new podcast with special guest and author Karen Cornwell Provided by TechGirl Financial Author and friend, Karen Cornwell, who has spent her career in technology, joins us to talk about her new book “You Can’t Fix What...

Monday, April 6, 2020

In this month’s recap: The CARES Act moves to assist Americans quarantined by COVID-19, providing relief with a $2T stimulus package; markets worldwide react to coronavirus-related volatility. Provided by TechGirl Financial THE...

Tuesday, March 31, 2020

The earlier you start pursuing financial goals, the better your outcome may be. Provided by TechGirl Financial As a young investor, you have a powerful ally on your side: time. When you start investing in your twenties or thirties for...

Friday, March 27, 2020

What's the difference? What do these terms mean for you? Provided by TechGirl Financial The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions at a...

Wednesday, March 25, 2020

We didn’t expect to launch Season 3 of our podcast during a Global Pandemic- and yet, here we are. Provided by Victor Gaxiola The world has been consumed with the Coronavirus pandemic and its impact on our daily lives. Driven by...

Monday, March 23, 2020

Recorded on Tuesday, March 17, 2020 Provided by Victor Gaxiola Dr. Jason Bellak of the Oklahoma Institute of Allergy, Asthma, and Immunology joined me to discuss the Coronavirus Pandemic. Jason is an old friend from my undergraduate...

Wednesday, March 4, 2020

In this month's recap: The coronavirus becomes the leading news story in the financial markets, sending stock indices and Treasury yields lower; oil futures slide; consumer confidence, hiring, and manufacturing data offer bright spots....

Thursday, February 27, 2020

Focusing on Your Strategy During Turbulent Times. Provided by TechGirl Financial Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when...

Tuesday, February 25, 2020

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What's next? Provided by TechGirl Financial In recent weeks, we've seen several major stories in the news. On the political front, in addition to the...

Thursday, February 20, 2020

See if you are prepared to begin your retirement by answering four key questions. Provided by TechGirl Financial How do you know you are psychologically ready to retire? As a start, ask yourself four questions. One, is your work...

Thursday, February 13, 2020

Things you can do for your future as the year unfolds Provided by TechGirl Financial What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or...

Thursday, February 6, 2020

A look at the different options & strategies. Provided by TechGirl Financial If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security...

Wednesday, February 5, 2020

In this month’s recap: the emerging coronavirus reins in the bulls on Wall Street, trade deals make headlines, the United Kingdom makes its Brexit, and confident U.S. households help the economy keep its pace. Provided by...

Tuesday, February 4, 2020

Socially responsible investment strategies and you. Provided by TechGirl Financial SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of...

Thursday, January 30, 2020

A look at where stocks were in 2009 and how they have performed since. Provided by TechGirl Financial Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York...

Tuesday, January 28, 2020

Here is what you need to know Provided by TechGirl Financial Financially, many of us associate April with taxes – but we should also associate April with important IRA deadlines. April 1, 2020 is the deadline to take your...

Thursday, January 23, 2020

This is happening in subtle and not-so-subtle ways. Provided by TechGirl Financial You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in health...

Tuesday, January 21, 2020

Provided by TechGirl Financial If you’ve got an extra $1,000 saved up and you want to know what to do with it — investing is the way to go. Not only will you get to grow your money, but you’ll also get to learn more...

Thursday, January 16, 2020

Why are they made again and again? Provided by TechGirl Financial Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic...

Thursday, January 9, 2020

Are you prepared for the possibility – and expense – of eldercare? Provided by TechGirl Financial Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to...

Tuesday, January 7, 2020

Long-established retirement account rules change. Provided by TechGirl Financial The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement savings law in...

Monday, January 6, 2020

In this month’s recap: As 2019 ends, the U.S. and China agree to a phase-one trade deal, and stocks, gold, and oil all advance. Provided by TechGirl Financial THE MONTH IN BRIEF Stocks rallied in December, closing out a decidedly...

Thursday, January 2, 2020

After you get that first card, how can you manage your FICO score? Provided by TechGirl Financial Good credit may open doors. It is vital to securing a loan, a business loan, or buying a home. When you establish and maintain good...

Thursday, December 26, 2019

Changes for 2020. Provided by TechGirl Financial The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. *Next year,...

Tuesday, December 24, 2019

Provided by TechGirl Financial In the final podcast of our second season, we talk about money moves you should consider before the end of the year and introduce listeners to Ava Silva, our new intern. In addition, we expand on the...

Thursday, December 19, 2019

Most people just invest for the future. You have a chance to do more. Provided by TechGirl Financial Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they...

Tuesday, December 17, 2019

One study asserts that these relationships can make a difference for investors. Provided by TechGirl Financial What is a relationship with a financial advisor worth to an investor? A 2019 study by Vanguard, one of the world’s...

Thursday, December 12, 2019

An underappreciated fundamental in financial planning. Provided by TechGirl Financial You’ve probably heard the saying that “cash is king,” and that truth applies whether you own a business or not. Most discussions of...

Tuesday, December 10, 2019

Provided by TechGirl Financial In our final podcast of the Professional Education Series, Barbara Pretlove, Estate Planning Attorney at Pretlove Law joins us to talk about why it’s so important to establish your estate plan and...

Thursday, December 5, 2019

In this month’s recap: stocks stay in rally mode, helped by hints that the U.S. and China may be closing in on a phase-one trade deal; hiring bounces back; key real estate indicators look stronger. Provided by TechGirl Financial...

Tuesday, December 3, 2019

Six aspects of your financial life to review as the year draws to a close. Provided by TechGirl Financial The end of the year can help remind us of last-minute things we need to address and long-term goals we want to accomplish. To...

Tuesday, November 26, 2019

Provided by TechGirl Financial Being part of the Sandwich Generation is not easy, especially if you are caring for aging parents and raising kids at the same time. In today’s podcast we discuss how to approach the hard family...

Monday, November 25, 2019

What the I.R.S. looks for and why. Provided by TechGirl Financial “Audit” is a word that can strike fear into the hearts of taxpayers. However, the chances of an Internal Revenue Service audit aren’t that high. In...

Thursday, November 21, 2019

What steps might help you sustain and grow your retirement savings? Provided by TechGirl Financial “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving...

Tuesday, November 19, 2019

Here are some things you might consider before saying goodbye to 2019 Provided by TechGirl Financial What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable...

Thursday, November 14, 2019

Protecting yourself from potential calamity. Provided by TechGirl Financial Cybercrime affects both large corporations and private individuals. You’ve likely read about the large data breaches in the business world. These crimes...

Tuesday, November 12, 2019

Provided by TechGirl Financial We continue our Professional Education Series with Lisa Silva, CPA and owner of TaxPros in California. With over 23 years of public accounting experience, Lisa has a deep focus on income tax planning and...

Friday, November 8, 2019

In this month’s recap: another rate cut from the Federal Reserve, a strong hint of a partial U.S.-China trade deal, and stocks reach record heights again. Provided by TechGirl Financial THE MONTH IN BRIEF Investors and traders...

Thursday, November 7, 2019

Navigating College Debt by State Provided by TechGirl Financial Whether you’re an anxious high schooler looking toward the future or an established adult looking for a change, you might be looking for more information on college...

Tuesday, November 5, 2019

Plan your exit before the IPO Lockup expiration occurs By Kim Gaxiola, CFP® You’re in startup mode and things can only go up, right? Are you sure? Of course, you believe in your company’s vision, you wouldn’t work...

Thursday, October 31, 2019

Things you can do for your future as the year unfolds. Provided by TechGirl Financial What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, saving, or...

Tuesday, October 29, 2019

Provided by TechGirl Financial In Episode 3, “How Financial Planning Helps You Make Big Decisions” we discussed the planning process and the steps we take to develop a financial plan. Today, we continue with the next stage...

Friday, October 25, 2019

Good habits can be formed early Provided by TechGirl Financial One of the greatest legacies any parent can give a child is a framework for living an enduring, healthy lifestyle. It is hard to underestimate the power that parents have...

Wednesday, October 23, 2019

A look at how variable rates of return do (and do not) impact investors over time. Provided by TechGirl Financial What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment...

Monday, October 21, 2019

Three different approaches Provided by TechGirl Financial The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. Fundamental Analysis....

Friday, October 18, 2019

It is helpful for insurance purposes. It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement process with your insurance company.1...

Tuesday, October 15, 2019

Provided by TechGirl Financial In the second episode of our Financial Professional Education Series, Jeni Nunn, Realtor at Coldwell Banker joins us to share how she helps clients buy or sell their home. Our conversation focuses on the...

Friday, October 11, 2019

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.” – Warren Buffett1 Provided by TechGirl Financial Risk is a factor in any investment decision that you make. Your tolerance for risk is something that...

Monday, October 7, 2019

In this month’s recap: The Fed cuts interest rates, the price of oil spikes, and trade negotiations between the U.S. and China are rescheduled. Provided by TechGirl Financial THE MONTH IN BRIEF September brought an economic event...

Thursday, October 3, 2019

Provided by TechGirl Financial Health Savings Accounts may provide you with remarkable tax advantages. Why do higher-income households inquire about Health Savings Accounts? They have heard about what an HSA can potentially offer them:...

Tuesday, October 1, 2019

Provided by TechGirl Financial In this episode Kim and I explore how financial planning can help individuals and families with big decisions including: buying a home, paying off student loans, and preparing for retirement. Using...

Thursday, September 19, 2019

Staying healthy could save you some money Provided by TechGirl Financial How healthy a retirement do you think you will have? If you can stay active as a senior and curb or avoid certain habits, you could potentially reduce one type of...

Monday, September 16, 2019

How to get the money you need to buy the house you want Provided by TechGirl Financial In the first episode of our Financial Professional Education Series, Janene Towner-Chernoff, Branch Manager and Loan Officer at Guild Mortgage joins...

Tuesday, September 10, 2019

Some things to consider Provided by TechGirl Financial During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive,” and that guided how your...

Friday, September 6, 2019

In this month’s recap: stocks descend as traders respond to the devaluation of the Chinese yuan as well as new developments in the ongoing U.S.-China trade talks; the price of gold rises, and bond yields fall. Provided by...

Thursday, September 5, 2019

Life insurance choices can be confusing. Provided by TechGirl Financial Man is Mortal. That makes life insurance a little unique and interesting, doesn’t it? We purchase things like health insurance, car insurance and home...

Tuesday, September 3, 2019

We have an exciting season in store for you Provided by TechGirl Financial We are back for Season 2 of the TechGirl Financial Podcast. This season, we will explore the various stages of the client journey with other financial...

Wednesday, August 28, 2019

Global mutual funds vs. international mutual funds. Provided by TechGirl Financial For investors who are looking to diversify their portfolio with exposure to companies located outside the U.S., there exist two basic choices: a global...

Tuesday, August 20, 2019

How global returns and proper diversification are affecting overall returns Provided by TechGirl Financial “Why is my portfolio underperforming the market?” This question may be on your mind. It is a question that investors...

Friday, August 16, 2019

The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the...

Tuesday, August 13, 2019

Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the...

Wednesday, August 7, 2019

In this month’s recap: the Federal Reserve eases, stocks reach historic peaks, and face-to-face U.S.-China trade talks formally resume. Presented by TechGirl Financial THE MONTH IN BRIEF July was a positive month for stocks and a...

Tuesday, August 6, 2019

In light of recent market volatility this letter was sent to clients today. Provided by TechGirl Financial During the past week, stock prices dropped sharply on fears the trade dispute between the U.S. and China had escalated....

Monday, August 5, 2019

Now is a good time to think about a few financial matters. Consider making tax moves earlier rather than later. If you own a business, earn significant investment income, are recently married or divorced, or have a Flexible Savings...

Friday, July 26, 2019

The hows and whys of college savings. Provided by TechGirl Financial The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that...

Thursday, July 18, 2019

Three important factors when it comes to your financial life. Provided by TechGirl Financial Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying...

Friday, July 12, 2019

In this month’s recap: Stocks, gold, and oil all surge, a door opens for U.S.-China trade talks to resume, and the Federal Reserve suddenly sounds dovish. Provided by TechGirl Financial THE MONTH IN BRIEF You could say June was a...

Thursday, July 11, 2019

Indecision can lead to no decision. Provided by TechGirl Financial Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security....

Monday, July 8, 2019

A radical new approach to working, saving, and retiring. Provided by TechGirl Financial Retire before 50 and live your best life. That is the message of the FIRE (Financial Independence, Retire Early) movement, which is drawing...

Tuesday, July 2, 2019

Ideas to help manage stress. Provided by TechGirl Financial In a recent study, 35% of married couples described money issues as their primary source of stress. While there are many potential causes of such financial stress, in some...

Wednesday, June 26, 2019

Your financial future is up to you and no one else. Provided by TechGirl Financial What will be your future? You know that solid retirement strategy takes your time horizon, an often unpredictable factor, into consideration. Your...

Monday, June 24, 2019

The right moves for every age. Provided by TechGirl Financial Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to...

Wednesday, June 19, 2019

Supporting family can put a crimp in your strategy. Provided by TechGirl Financial Families are one of the great joys in life, and part of the love you show to your family is making sure that their basic needs are met. While...

Monday, June 17, 2019

Not making a move may not always be the best move to make. Provided by TechGirl Financial A decision not made may have financial consequences. Sometimes, we fall prey to a kind of money paralysis, in which financial indecision is...

Friday, June 14, 2019

What are your options? What are the benefits? Provided by TechGirl Financial If you own an Individual Retirement Account (IRA), perhaps you have heard about Roth IRA conversions. Converting your traditional IRA to a Roth IRA can make a...

Tuesday, June 11, 2019

Provided by TechGirl Financial In this episode we explore how insurance is used to protect investors and their families due to an untimely death or disability and the high cost of long term care. As a listener, you are part of the...

Monday, June 10, 2019

Separating some eldercare facts from some eldercare myths. Provided by TechGirl Financial How much does eldercare cost, and how do you arrange it when it is needed? The average person might have difficulty answering those two questions...

Saturday, June 8, 2019

Term insurance is the simplest form of life insurance. Here’s how it works. Provided by TechGirl Financial Term insurance is the simplest form of life insurance. It provides temporary life insurance protection on a limited budget...

Thursday, June 6, 2019

You might be surprised at its potential. Provided by TechGirl Financial An IRA is a retirement savings account, right?Indeed. IRA stands for Individual Retirement Arrangement. Even with that definition, however, there is no prohibition...

Tuesday, June 4, 2019

In this month’s recap: major stock benchmarks descend as new developments in the U.S.-China tariff dispute lead to a broad risk-off in equities; consumer confidence surges, while the housing market cools. Provided by TechGirl...

Monday, June 3, 2019

Affluent investors face unique challenges when putting together an investment strategy. Provided by TechGirl Financial High net worth investors face investment challenges that some would consider unique to their financial status. The...

Wednesday, May 29, 2019

Provided by TechGirl Financial In this episode we explore college education planning and how you can prepare for the rising cost of education without sacrificing your own retirement. As a listener, you are part of the process and we...

Wednesday, May 29, 2019

Expect volatility, but avoid letting the headlines alter your plans. Provided by TechGirl Financial Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for...

Monday, May 20, 2019

What should you get rid of and hold on to? When and why? Provided by TechGirl Financial If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, where a business or...

Tuesday, May 14, 2019

Provided by TechGirl Financial In this episode, we discuss the buzz surrounding recent IPOs in Silicon Valley, and what investors and employees of these companies should consider when startups go public. As a listener, you are part of...

Monday, May 13, 2019

Delegating responsibilities to others may lead to problems down the road. Provided by TechGirl Financial When you are putting together a household, it isn’t unusual to delegate responsibilities. One spouse or partner may take on...

Thursday, May 9, 2019

Don’t let procrastination keep you from pursuing your financial goals. Provided by TechGirl Financial Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights...

Wednesday, May 8, 2019

Provided by TechGirl Financial In this month’s recap: the S&P 500 returns to record territory, key economic indicators show strength, oil continues its ascent, and existing home sales decline. THE MONTH IN BRIEF Wall Street...

Monday, May 6, 2019

Are your choices based on evidence or emotion? Provided by TechGirl Financial Information vs. instinct. When it comes to investing, many people believe they have a "knack" for choosing good investments. But what exactly is that "knack"...

Thursday, May 2, 2019

Coverage can be a great comfort, even in youth. Provided by TechGirl Financial The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even,...

Tuesday, April 30, 2019

Provided by TechGirl Financial In this episode, Sam X Renick, founder and creator of Sammy Rabbit joins us to share how he is teaching kids great money habits using songs, stories and activities that are both engaging and sticky. In...

Monday, April 29, 2019

A look at where stocks were in 2009 and how they have performed since. Provided by TechGirl Financial Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York...

Wednesday, April 24, 2019

Values can help determine goals & a clear purpose. Provided by TechGirl Financial Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid of what their heirs may do with it. If a child comes...

Monday, April 22, 2019

Retirement income may come from a variety of sources. Provided by TechGirl Financial For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security. Social...

Thursday, April 18, 2019

Even the most seasoned investors are prone to their influence. Provided by TechGirl Financial Investors are routinely warned about allowing their emotions to influence their decisions. They are less routinely cautioned about letting...

Tuesday, April 16, 2019

Getting Financially Organized Provided by TechGirl Financial In this episode, we discuss how you can spark joy and organize your finances by applying the KonMari Method created by tidying expert Marie Kondo- bestselling author and star...

Monday, April 15, 2019

Paying attention to the wrong things becomes all too easy. Provided by TechGirl Financial If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is...

Thursday, April 11, 2019

That may be unlikely, but the program does face definite financial challenges. Provided by TechGirl Financial Will Social Security run out of money in the 2030s? You may have heard warnings about this dire scenario coming true. These...

Tuesday, April 9, 2019

What should you focus on as the transition approaches? Provided by TechGirl Financial You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises...

Friday, April 5, 2019

In this month’s recap: the Federal Reserve sees no rate hikes in 2019, investors watch Treasury yields with interest, hiring suddenly weakens, home sales pick up, and the price of oil tops $60. Provided by TechGirl Financial THE...

Wednesday, April 3, 2019

What is it and why is it important? Provided by TechGirl Financial While nature offers four seasons, Wall Street offers only one – four times a year. It’s called “earnings season,” and it can move the markets....

Tuesday, April 2, 2019

Provided by TechGirl Financial In our final episode of our Breaking Money Silence series we move to the workplace to discuss how to apply the concepts and strategies of Kathleen Burns Kingsbury’s book to address how to leverage...

Monday, April 1, 2019

Not everyone retires the same way – or at the same pace Provided by TechGirl Financial Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the...

Friday, March 29, 2019

Key lessons for retirement savers Provided by TechGirl Financial You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are conveyed and reinforced when you begin saving for retirement, and others, you...

Wednesday, March 27, 2019

If you are between 40 & 60, beware of these financial blunders & assumptions. Provided by TechGirl Financial Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one...

Monday, March 25, 2019

Having your identity stolen may be costly. Provided by TechGirl Financial Many Americans have taken steps in recent years to protect their personal information, but savvy cybercrooks have overcome some of those defenses. A 2018 Javelin...

Thursday, March 21, 2019

Creating a strategy for success. Provided by TechGirl Financial Run the numbers. There is a rule of thumb for retirees suggesting that retirement income has a target of 70-80% of the household’s end salary, though this can...

Tuesday, March 19, 2019

Provided by TechGirl Financial In this episode we continue our Breaking Money Silence® series exploring how to apply the concepts and strategies of Kathleen Burns Kingsbury’s book to address money challenges at home with your...

Thursday, March 14, 2019

A look at some ways to get ready. Provided by TechGirl Financial Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked about their savings. Worry spots include retiring...

Friday, March 8, 2019

Steps toward saving more & revitalizing your retirement strategy. Provided by TechGirl Financial When it comes to retirement saving, many women lag behind many men. >Historically, that has been the case. A recent study by Student...

Thursday, March 7, 2019

In this month's recap: domestic and foreign shares (and many commodities) advance, as two major investor anxieties ease for the moment. Provided by TechGirl Financial THE MONTH IN BRIEF You could say that Wall Street breathed a...

Tuesday, March 5, 2019

Provided by TechGirl Financial In this episode we continue with our Breaking Money Silence series introduced in Episode two. Using Kathleen Burns Kingsbury’s book as a guide, we discuss how to break the silence with your spouse...

Thursday, February 28, 2019

Provided by TechGirl Financial In this episode we dig deep by exploring the challenges individuals face when it comes to talking about money at home and in the workplace. Much of the discussion centers around the book Breaking Money...

Thursday, February 28, 2019

Behaviors worth changing. Prepared by TechGirl Financial Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. If you sometimes succumb to these financial...

Friday, February 8, 2019

In this month's recap: equities rally here and around the world, economic fundamentals look solid, the pace of home sales slows, and oil surges. Presented by TechGirl Financial THE MONTH IN BRIEF During a month marked by political...

Friday, February 8, 2019

Now available on multiple media players including iTunes, Spotify and SoundCloud. Provided by TechGirl Financial We are thrilled to announce the launch of an ALL new TechGirl Financial Podcast NOW available on iTunes, Stitcher Radio,...

Friday, February 1, 2019

Preparing for college means setting some goals Provided by TechGirl Financial Most parents want to give their children the best opportunity for success and getting into the right college may help open doors. According to the latest...

Wednesday, January 30, 2019

By Anita Bruzzese Author of 45 Things You do that Drive Your Boss Crazy and Take This Job and Thrive Women in tech often are conflicted about whether to put their heads down and work as hard as they can with the dream of retiring early...

Thursday, January 24, 2019

A good professional provides important guidance and insight through the years. Provided by TechGirl Financial What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of...

Tuesday, January 22, 2019

The S&P 500 represents a large portion of the value of the U.S. equity market Provided by TechGirl Financial Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including...

Monday, January 14, 2019

By Anita Bruzzese Author of 45 Things You do that Drive Your Boss Crazy and Take This Job and Thrive Small changes can help your financial dreams come true Currently women make about 80 cents for every dollar a man does, but the...

Tuesday, January 8, 2019

Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Provided by TechGirl Financial IRAs can be an important tool in your retirement savings belt, and whichever you choose to open could have a significant...

Monday, January 7, 2019

In this month’s recap: equity and commodity markets experience major losses, the Fed sends a hawkish message, home sales improve, and the economy maintains its momentum. Provided by TechGirl Financial THIS MONTH IN BRIEF December...

Thursday, December 27, 2018

What does history tell us – and should we value it? Provided by TechGirl Financial As an investor, you know that past performance is no guarantee of future success. Expanding that truth, history has no bearing on the future of...

Friday, December 21, 2018

It may not sound enticing, but creating a will puts power in your hands. Provided by TechGirl Financial According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you....

Monday, December 17, 2018

Some specifics about the “second act.” Provided by TechGirl Financial Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you....

Thursday, December 13, 2018

Take note of them for 2019. Provided by TechGirl Financial Some notable developments are about to impact 401(k) plans They follow a major change that became effective in 2018. Thanks to the Tax Cuts & Jobs Act, workers who borrow from...

Tuesday, December 11, 2018

You may want to sit down Provided by TechGirl Financial How much could a college education cost in the 2030s? You may want to take a deep breath and sit down before reading the next paragraph. A MassMutual analysis projects that four...

Monday, December 3, 2018

Future financial needs may be underestimated. Provided by TechGirl Financial If you were born during 1965-80, you belong to “Generation X.” Ten or twenty years ago, you may have thought of retirement as an event in the...

Friday, November 30, 2018

Here are some things you might want to do before saying goodbye to 2018 Provided by TechGirl Financial What has changed for you in 2018? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable...

Tuesday, November 27, 2018

Some alterations to the Internal Revenue Code were less publicized than others. Provided by TechGirl Financial Late last year, federal tax laws underwent sweeping changes. Nearly a year later, you can be forgiven for not keeping up...

Friday, November 23, 2018

Look beyond this moment and stay focused on your long-term objectives. Provided by TechGirl Financial Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments,...

Friday, October 5, 2018

Unmarrieds need to approach retirement planning pragmatically. Provided by TechGirl Financial In an ideal world, it would be simple to prepare for a solo retirement. You would just save half as much as a couple saves, buy half as much...

Thursday, October 4, 2018

What do you do with big money? Provided by TechGirl Financial Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give...

Friday, September 28, 2018

Do you have a child or grandchild earning some income? Provided by TechGirl Financial Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for...

Friday, June 15, 2018

By Anita Bruzzese Author of 45 Things You do that Drive Your Boss Crazy and Take This Job and Thrive Women have been told to “lean in” and to “step up” and ask for they want at work, especially when it comes to...

Tuesday, February 13, 2018

By Anita Bruzzese Author of 45 Things You do that Drive Your Boss Crazy and Take This Job and Thrive Whether you’re interviewing for a new job, hoping for a pay raise at your current job or working on moving into semi-retirement;...

Sunday, December 24, 2017

The important questions: Are you prepared? Provided by TechGirl Financial Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement...

Wednesday, July 19, 2017

Saving More Money, Now & Later You could save today & tomorrow, often without that penny-pinching feeling. Provided by TechGirl Financial Directly & indirectly, you might be able to save more per month than you think. Hidden paths to...

Thursday, March 30, 2017

The available data is more encouraging than discouraging. Provided by TechGirl Financial Women 35 and younger are often hard-pressed to save money. Student loans may be outstanding; young children may need to be clothed, fed, and cared...

Monday, February 13, 2017

Congratulations! If you are on to Part 2, you are serious about getting organized and making your finances more manageable. The act of getting organized, gets you familiar with what you own. This will lower your stress level and give...

Wednesday, January 4, 2017

We may need to change them to better our financial prospects. Provided by TechGirl Financial Our relationship with money is complex & emotional When we pay a bill, go to the mall, trade in a car for a new one, hunt for a home or...

Friday, December 16, 2016

The Federal Reserve’s latest policy move corresponds to market expectations. Provided by TechGirl Financial Wednesday, the Federal Reserve raised its key interest rate by 0.25% That decision surprised no one – at least no...

Thursday, December 15, 2016

Seven aspects of your financial life to review as the year draws to a close. Provided by TechGirl Financial The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that...

Thursday, August 18, 2016

Have you been putting it off? Provided by TechGirl Financial According to the insurance industry group LIMRA and the nonprofit Life Happens, 43% of Americans have no life insurance.1 Why don’t more young adults buy life...

Wednesday, July 20, 2016

What to Do When Your Vested Restricted Stocks Turn to Cash What you choose to do with your vested Restricted Stocks (RSUs) can have a dramatic impact on your future lifestyle. Will You Make Wise Decisions? here’s what it takes:...

Monday, July 11, 2016

Some early financial behaviors that may promote a comfortable future. Provided by TechGirl Financial You know you should start saving for retirement before you turn 40 What can you start doing today to make that effort more productive,...

Thursday, June 23, 2016

The change has been gradual but notable & carries over to retirement planning. Provided by TechGirl Financial More women have become the primary wage earners in their households Generations ago, life and financial roles were cut and...

Tuesday, June 14, 2016

What degree of difference could they make for you in retirement? Provided by TechGirl Financial At a certain age, you are allowed to boost your yearly retirement account contributions For example, you can direct an extra $1,000 per...

Tuesday, May 31, 2016

Doing the right things at the right time may leave you wealthier later. Provided by TechGirl Financial What can you do to start building wealth before age 35? You know time is your friend and that the earlier you begin saving and...

Thursday, May 12, 2016

Should you change jobs in pursuit of them? Or position yourself in a new way at work? Provided by TechGirl Financial Is your career unfolding as it should? If not, maybe it is time for a change; either a change of jobs, or a change in...

Thursday, April 7, 2016

Four tips for recovering from unemployment. Provided by TechGirl Financial Any period of unemployment is fraught with stress – both personal and financial While landing that formerly-elusive new job can be a relief, it is only...

Monday, March 21, 2016

What financial factors deserve attention? Provided by TechGirl Financial Some of us will marry again in retirement How many of us will thoroughly understand the financial implications that may come with tying the knot later in life?...

Wednesday, March 9, 2016

You can plan to meet the costs through a variety of methods. Provided by TechGirl Financial How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college...

Wednesday, January 6, 2016

The change has been gradual but notable & carries over to retirement planning.Provided by TechGirl Financial More women have become the primary wage earners in their households Generations ago, life and financial roles were cut and...

Tuesday, December 22, 2015

Some are planning wisely, but others are beset by mistakes. Provided by TechGirl Financial Generation X has become the new “sandwich” generation Many Americans born during the years 1965-80 are finding themselves caring for...

Wednesday, December 9, 2015

A little frugality may lead to a lot of financial progress. Provided by TechGirl Financial Americans have a great deal of disposable income relative to many other nations, yet our free spending can take us further and further away from...

Monday, December 7, 2015

Steps toward saving more & revitalizing your retirement strategy. Provided by TechGirl Financial When it comes to retirement saving, many women lag behind many men Historically, that has been the case. The 2015 edition of Financial...

Thursday, November 26, 2015

Part of a series on how to care for your aging parents. Provided by TechGirl Financial How can you make sure that your parents are following their medication schedules? Can you check up on that without feeling as if you are snooping or...

Thursday, November 26, 2015

Part of a series on how to care for your aging parents. Provided by TechGirl Financial As Consumer Reports notes, half of Americans older than 65 will fall this year Those over 80 are most at risk.1 Up to 30% of seniors that take a...

Tuesday, November 24, 2015

Steps that may help to address a savings shortfall. Provided by TechGirl Financial Were you born within the years 1965-1980? That makes you a member of Generation X, and it means you are between ages 35-50. Gen Xers now constitute...

Tuesday, November 24, 2015

A look at two basic methods for shielding assets from probate. Provided by TechGirl Financial How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are two basic ways to...

Monday, November 16, 2015

A windfall from a loved one can be both rewarding and complicated. Provided by TechGirl Financial Inheriting wealth can be a burden and a blessing Even if you have an inclination that a family member may remember you in their last will...

Friday, November 6, 2015

Paying attention to the wrong things becomes all too easy. Provided by TechGirl Financial If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is...

Monday, November 2, 2015

If you aren’t married, you should consider these potential expenses & needs. Provided by TechGirl Financial How does retirement planning differ for single people? At a glance, there would seem to be no difference in the...

Sunday, September 20, 2015

Here is a way for a solopreneur to save much more for retirement. Provided by TechGirl Financial Self-employed? Seeking to ramp up your retirement savings? You should look at the potential of the Roth Solo 401(k). If you are a...

Sunday, September 20, 2015

While it has narrowed, a notable inequality remains. Provided by TechGirl Financial Last year, the median weekly earnings for an American woman came to $719 Bureau of Labor Statistics data shows that the median weekly earnings for an...

Monday, August 10, 2015

Values can help determine goals & a clear purpose. Provided by TechGirl Financial Some millionaires are reluctant to talk to their kids about family wealth Perhaps they are afraid what their heirs may do with it. In a 2015 CNBC...

Thursday, July 23, 2015

With the Fed poised to gradually raise rates, this is worth considering. Provided by TechGirl Financial America once experienced something called “moderate inflation.” It may seem like a distant memory, but it could very...

Thursday, July 23, 2015

Is it time to review your policy? Provided by TechGirl Financial Life insurance is hard. It’s hard to know if you have the right kind. It’s hard to know if you have enough. And it’s hard to know if you need any at all...

Tuesday, June 9, 2015

Some baby boomers are supporting their “boomerang” children. Provided by TechGirl Financial Are you providing some financial support to your adult children? Has that hurt your retirement prospects? It seems that the...

Tuesday, June 9, 2015

Cybercrime has reached a new level. Provided by TechGirl Financial Imagine cybercriminals holding your files for ransom. It sounds like something out of a movie set in the distant future, but business owners and households are facing...

Tuesday, June 9, 2015

Some factors for parents & grandparents to consider. Provided by TechGirl Financial Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary or contingent beneficiary of an insurance...

Tuesday, June 9, 2015

Specialized trusts & private loans can help address some “what ifs.” Provided by TechGirl Financial Estate planning professionals often contend with ambiguities. A plan may need to be modified in the future when some...

Tuesday, June 9, 2015

Estate Planning for Your Digital Assets Have you addressed this issue? Provided by TechGirl Financial Social media and email accounts. Creative works, photos and keepsakes kept on home computers, the cloud or external storage drives....

Tuesday, May 19, 2015

How vulnerable is your data? Provided by TechGirl Financial 25% of Americans were cyberhacked between March 2014 and March 2015. The American Institute of CPAs announced that alarming discovery in April, publishing the results of a...

Friday, March 20, 2015

Why Well-Diversified Portfolios Have Lagged the S&P Some investors have seen minimal returns compared to the benchmark.Provided by Kim Gaxiola Diversification is essential, yet it comes with trade-offs. Investors are repeatedly urged...

Friday, February 6, 2015

Why in the world do we ask our seniors in high school to sign up for an expensive college education without teaching them about financial terms? Provided by Kim Gaxiola This is the biggest title for a blog post I’ve ever made....

Wednesday, January 7, 2015

Yes, Young Growing Families Can Save & InvestIt may seem like a tall order, but it can be accomplished. Provided by Kim Gaxiola Plan to put yourself steps ahead of your peers.If you have a young, growing family, no doubt your to-do...

Thursday, December 18, 2014

Provided by Kim Gaxiola

Monday, October 13, 2014

Should You Buy the Dips? Market retreats & corrections may herald opportunities. Provided by Kim Gaxiola When stocks retreat, should you pick up some shares? If you like to buy and hold, it may turn out to be a great move. Buying...

Wednesday, April 16, 2014

Provided by Kim Gaxiola Take me out to the ball game…..This past week the start of the baseball season was celebrated in stadiums across the nation. After a long winter, the start of the season marks the beginning of spring and...

Thursday, January 9, 2014

TechGirl Financial is pleased to feature Victor Gaxiola as guest blogger for the day. Some of you know, Victor is the idea guy behind TechGirl Financial. Others know Victor because they worked with him at Gaxiola Financial Group in the...

Tuesday, October 15, 2013

Gaxiola Financial Group’s Wardrobe Change Presented by Kim Gaxiola Ready or not, here comes fall. I think I’m ready, are you? It takes a while here in California to really see a difference in seasons, but at least there are...

Tuesday, September 11, 2012

Presented by Kim Gaxiola We are a resource for women in technology to guide and support career growth in the technology industry. Recently I attended a Women In Technology International (WITI) Tech Summit and one of the panelists there...