The beginning of March was a real mess for me and my family. I had to have an emergency mammogram (I’m OK!), my husband tore his pectoral muscle while skiing (man injury = eye roll), our kitchen faucet broke, and we had to get new tires for my car. Some would say it was because…

Coveteur Money Goals

And start talking about it. By: Noah Lehava Talking and even ~thinking~ about money is about as uncomfortable as running into your ex while on a date. Cringey! So how do we get less weird about the subject? By getting real about it. Pull it off like a Band-Aid, friends. Once you do, things get a…

santa with cash

When you are a financial advisor, you get slammed in January. Everyone spends the holiday season going over their goals and dreams for the New Year. Getting “financially fit” falls very high on the list of resolutions. But what if I told you that it was just as important to focus on your financial hygiene…

Client reading and signing legal document

  I am excited to share some of my thoughts about the world for personal finance with you! Before I start, I want to start with my two simple tips: Don’t try to become an expert in life insurance. Insurance can be extremely complex and there are thousands of different types of policies and companies…

girl can't save money

Recently, on a beautiful summer afternoon, I sat on the beach with my 31-year-old sister and had a pretty serious talk about a topic that many can relate to: her money (or lack thereof). As background, my sister, while also being funny, smart and beautiful, has a great job in the entertainment industry and is…

O'Keeffe Financial Partners

As a busy human, I have recently embraced the philosophy that “Perfection is the Enemy of Execution”. Every so often, when the self-doubt starts to creep up, I have to remind myself that everything doesn’t have to be perfect in order to embark on a new adventure. This was particularly true when I quit my…

Smart money spending

It’s Tuesday. I wake up, shower and rush out. I stop to buy coffee. I stop to get a smoothie. I swing through the drug store and buy a few items (some items are necessities, some not so much). I take a cab to work. I buy a salad at lunch. I get a second…

Girlboss Investment Advice

Ten useful products and concepts that you’ll want to understand before putting your money to work. When people approach me for financial advice, they often share that investing is overwhelming, confusing, or scary. But I’ve found that with just a bit of explaining, my clients leave our meetings with a much better understanding of the…

women money fears

Here’s what 30 women told me they’re most afraid of when it comes to money. As a financial advisor, I spend a lot of time talking to women about money. Recently, I had a unique opportunity to spend the day with 30 women who, in 15-minute intervals, divulged their deepest, darkest secrets about their finances.…

family of four

Life insurance is not sexy. It’s not fun to talk about and it’s definitely not a process anyone enjoys. However, much like death and taxes, buying life insurance is an essential part of life and a crucial element of sound financial planning. Most everyone is aware that they need life insurance but, from my experience, most people…

Break the piggy bank

  Saving for college is the real deal. It is getting more expensive by the day and it is becoming increasingly difficult to keep up with the rapid level of inflation of college as the years go by. In addition, if you are sending or planning to send your kids to private primary or secondary…

saving for college

Saving for college is the real deal. It is getting more expensive by the day and it is becoming increasingly difficult to keep up with the rapid level of inflation of college as the years go by. In addition, if you are sending or planning to send your kids to private primary or secondary school,…

Christmas tree lots of presents

My kids are so spoiled. They have millions of toys, there are stuffed animals all over my house and all they do is play with the packaging that the toys come in. Looking down the barrel at Christmas, I dread the thought of MORE TOYS. And while my children go to bed each night with…

Holiday phishing scams

‘Tis the season for shopping online. I am penning this on Cyber Monday when shoppers are expected to spend over $3 billion. While I love to shop and do it from the comfort of my cozy office, online shopping is not without its perils. The most obvious is that we don’t want to overspend and blow…

first time home buyers

In my last piece from September 14, I wrote about determining the “best time” to buy a home. I broke down the first steps which are quite straightforward. Can you actually afford to buy a home? Do you have enough for a down payment? Do you need to put down 20% for the down payment? The next…

Ahhh, summer — the most wonderful time of the year. But as it turns out, it can also be the most expensive. From vacations to share houses, to transportation costs and that new summer wardrobe, it can really add up. And did I mention the costs of weddings? Overall, summer can be a much more…