Women and Wealth

September 8, 2021

Have You Ever Thought of Selling Your Business?

If you’ve ever thought of selling your business, Smart Planning Helps the Dream Come True! On a trip I took last year, I bravely walked through the San Francisco airport wearing a Chiefs jersey. The looks I got were priceless. There were a few fun shout-outs here and there, but mostly San Fran still seemed a bit sore about losing Super Bowl LIV with an end-of-game flameout. Joe, behind the airport café counter said, “What a great victory for Kansas City and depressing loss for San Francisco — right when the 49ers had victory within their grasp! This is gonna […]
September 8, 2021

Top Reasons For Business Success

There’s enough negativity in this world. From social media to newspapers to TV, haters and critics abound. As I read a recent list from Entrepreneur Magazine and Yahoo! about the top reasons for business failure, I decided to write a list on the top reasons for business success by today’s fantastic entrepreneurs. Take these with a grain of salt – they are all my opinions after 27 years in the business world. Purpose and Direction. Business owners who are clear on their purpose and why their company exists are better communicators with their team and their clients. They tend to […]
August 6, 2019

Women and finance: Staying involved

In 1809, Mary Kies became the first American woman to hold a U.S. patent in her own name for her original way to weave straw with silk.    In 1825, Rebecca Lukens became the first female CEO of an industrial company in the United States, and was inducted into the National Business Hall of Fame in 1994.    In 1839, Mississippi passed the Married Women’s Property Act, which gradually strengthened women’s claims to ownership and financial independence.    Just think, this was all before women were even allowed to vote!    Women have been more than involved in business and […]
June 7, 2016
Women in Wealth. Women live longer and will need more money! TRUE Private Wealth Management LLC.

Women & Wealth Series Article 1

Women & Wealth Series – 1 of 10 When asked what financial advice women would pass on to their daughters or granddaughters, the top answer given was… “Don’t depend on others for your financial security.” What should you do? Take an active role in your own financial future. Make sure you are involved in your family investment planning and financial planning decisions. From my perspective as a Personal Wealth Manager, it’s quite unfortunate that many women aren’t involved until there’s a death, divorce, job loss, illness or other event that thrusts them into financial disaster planning mode.