Blog Posts - MoneySmarts4u - Money Skills for all ages.

7 things I know about Women and Money

4/2/2015

Women and Money is the topic of this week's MoneySmarts4u show with host Barbie O'Connor. After years of working with women, serving as a mentor and advisor to women who managed their own money, Barbie shares her observations dedicated to empower women everywhere to be confident in their own abilities practiced each day of their lives regardless of where they live and who they are.

On this show, she reminds women that they can do math, that they end up with more money than men, but keep letting men manage it for them, that they can successfully build their investment portfolios like they build their wardrobes, that they get better long-term investment results than men, and that sharing financial responsibilities within a family results in greater success for each generation involved.

5 Things to Know Before you Say - "I Do"

4/2/2015

In the spirit of the February theme of the financial side of Love and Romance, host of the MoneySmarts4u show, Barbie O'Connor, will cover topics such as talking about money with your beloved BEFORE you tie the knot, why a prenuptial agreement is a good thing to discuss, prepare and execute, how to live together before marriage, the importance of getting to know your beloved's famiy and friends before the big day, and breaking an engagement and canceling your wedding if you change your mind.

5 questions from you about student loans, cars, taxes, home, and apps

4/2/2015

Join host, Barbie O'Connor, on this MoneySmarts4u show, where your questions will be the stars of the week. Winterizing your car, the best student loan options, saving money and resources at your home, the 1099 form, and personal financial apps to try on your phone will be covered in this week's show.

Six Tips for Working with Financial Professionals

4/2/2015

Join host Barbie O'Connor for this MoneySmarts4U show about working with financial professionals. Learn about financial advisors, investment advisors, Certified Financial Planners, Chartered Life Underwriters, and portfolio managers. Prepare for your first meeting by determining your 3 most important financial goals, getting your paperwork in order, and learning what to expect when you work with these professionals. Learn how to evaluate performance and when to fire these advisors.

7 Tips for Working with an Attorney

4/2/2015

Join host Barbie O'Connor for this MoneySmarts4u show about working with an attorney. She will share with you her thoughts on when you need to hire an attorney, the fees involved, what to expect when you work with an attorney, and firing an attorney. In addition, she will discuss interrogatories, depositions, drafting of directives to physicians, wills and other estate planning documents.

5 Tips for Working with an Accountant

4/2/2015

Join host, Barbie O'Connor, for this MoneySmarts4u show, where she shares with you her 5 tips for working with an accountant. The month of January is focused on starting out the New Year on how to work with financial professionals to attain financial success. Learn what an accountant can do for you, how to select an accountant, what to expect when you work with one, the documents you need to have available when you meet with an accountant, and how to fire an accountant if you need to. Later in the month, working with an attorney and a financial consultant or advisor will be discussed.

Five New Year's Promises to Make to Yourself

4/2/2015

Love, Abundance and Money

4/2/2015

Join host, Barbie O'Connor for this MoneySmarts4u show that combines holiday spirit with end-of-year money tips for you. Charitable giving, end of year tax loss selling, and retirement contributions are part of this show. In addition, Barbie shares her thoughts on gratitude, saying "I love you!" to those you do, and her favorite holiday movies to share with family and friends for this time of year.

Next week, the 5 Year-End Financial Promises to Make to Yourself.

Create your Expense Plan for the New Year and Teach Your Kids about Money

4/2/2015

Join host Barbie O'Connor for this MoneySmarts4U show that hits on the 5 steps to follow in creating your spending plan for 2015 and helping your child learn about money. Drafting a plan that includes your personal categories about income and expenses will be the outcome of this show. Teaching your children about money through your example of working on your plan, how they can save and earn money, and make conscious decisions about spending money are part of this show. Release yourself and your family from the anger, fear, hopelessness, and powerlessness you may feel about money by mastery over your spending decisions.

5 Things I Learned This Year That You Need To Know

4/2/2015

Join Host Barbie O'Connor for this MoneySmarts4U show as Barbie shares some of her financial adventures of 2014. Real Estate transactions and what can go wrong, storage units and risk, identity theft, financial windfalls and what to do about them, and getting your financial house in order for the new year are all part of the conversation.