Helping women gain confidence
when dealing with money

Rebecca Jackson

Meet a Financial Planner: Leisa Peterson – Managing Money Mindfully

by Rebecca Jackson July 4, 2014

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Leisa Peterson is a “pioneer in money mindfulness.” Having spent more than 20 years working at some of the biggest financial institutions in the country, Leisa embarked upon an entrepreneurial journey to connect money management with spirituality. Her company, WealthClinic, helps people to unravel their (sometimes limiting) money beliefs in order to take control of […]

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Meet a Financial Planner: Miranda Reiter – Banker to Far-Flung Financial Planner

by Rebecca Jackson June 13, 2014

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Miranda Reiter,CFP®, MPA, is a certified financial planner and founder of She & Money Financial Planning. A former banking professional, Miranda became disillusioned with the banking industry’s focus on selling products over personal attention and education. Education is a core value for Miranda and is at the heart of her practice and if Miranda had […]

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Managing Money, Making Meaning – Reflections on #SHESummit

by Rebecca Jackson June 12, 2014

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Amanda Steinberg, President and Founder of DailyWorth, admits that prior to founding DailyWorth she knew how to make money but didn’t know what to do with it. And, she’s not afraid to share that she’s “still a work-in-progress”. Me too. Before I left Wall Street I was a personal finance failure. Granted, I earned a […]

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When She Makes More – An Interview with Farnoosh Torabi

by Rebecca Jackson June 12, 2014

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In the past five decades the number of households headed by a female breadwinner has increased dramatically. According to research by the Pew Research Center, “40% of all households with children under the age of 18 include mothers who are either the sole or primary source of income for the family.” While this group is […]

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Why the Finance Industry Needs to Earn Women’s Trust

by Rebecca Jackson June 3, 2014

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Today, women hold more economic power than ever before. This is an exciting and unprecedented shift. But to fully embrace it and the opportunity it brings, women must become better money managers. Increasing women’s collective financial prowess is crucial to their lives as individuals, as family members and as stewards of wealth for society. The […]

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Why Women are Better Investors Than Men (and Why They’re Not)

by Rebecca Jackson May 12, 2014

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As financial institutions wake up to the fact that women are a major market, it seems that not a day goes by without new research coming to the fore about women and money. On one hand, we’re told we’re great investors, on the other hand, we’re told we lack confidence and that we’re “leaving money […]

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How To Forgive Yourself for Your Financial Follies

by Rebecca Jackson May 9, 2014

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Have you ever missed a credit card payment or ignored a bill? Has this has happened more than once? Have you ever cashed out a retirement account or raided your emergency savings for non-emergencies? Have you racked up debt for no real reason, or even racked up debt for very good reason, and then felt […]

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Get Financially Fearless: Join GoGirl and Alexa von Tobel of LearnVest

by Rebecca Jackson May 2, 2014

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GoGirl Finance is excited to present an evening with Alexa von Tobel, founder and CEO of LearnVest.com brought to you with generous support from Goodwin Procter and Blackrock. On June 3rd, in NYC, Alexa will be giving a talk based on her New York Times-Bestselling book, Financially Fearless, AND answering your burning personal finance questions. Alexa […]

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Meet a Financial Planner: Sophia Bera – Planning All Around the World!

by Rebecca Jackson May 2, 2014

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In her own words, Sophia Bera is “not your father’s financial planner…more like your financially savvy best friend!” Certainly, it was unending questions from her friends that catalyzed her move into the world of financial planning. For those readers who think financial planning is all numbers and markets, note that Sophia was a double major […]

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Meet a Financial Planner: Cathy Curtis – Taking a Leap and Living The Dream

by Rebecca Jackson April 25, 2014

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Cathy Curtis has always loved the world of business and finance, as evidenced by her childhood games involving her father’s old invoices! She learned how to invest for herself in her 20s and built up a stock portfolio that brought additional income. After climbing the corporate ladder for many years, Cathy took the leap into […]

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Meet a Financial Planner: Mary Beth Storjohann – Fears to Fearless

by Rebecca Jackson April 18, 2014

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If you need proof that you don’t have to live for eternity with money fears, Mary Beth Storjohann – founder of Workable Wealth – is that proof.  After landing a job in a boutique financial planning firm at age 18, she turned her negative money beliefs on their head and changed her major.  Known for […]

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Meet a Financial Planner: Fradel Barber, the Visionary Entrepreneur

by Rebecca Jackson April 11, 2014

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Fradel Barber is a born educator. One of 12 siblings (!), she honed her teaching skills at a very young age. Her creative bent took her via fashion school but, she soon changed direction to embark upon her life’s mission – to bring financial services education and advice to middle America. A successful leader of […]

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Women and Wealth NYC – April 24th – FREE!

by Rebecca Jackson April 8, 2014

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Women are a driving force in today’s economy – according to Real Simple magazine, 90% of women state they are the chief bill-payer and shopper in their household. However, to be a successful household CFO, day-to-day financial decision-making needs to be paired with a long-term view. Unfortunately, this is where women fall down – 70% […]

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Meet a Financial Planner: Galia Gichon Keeps it Down to Earth

by Rebecca Jackson April 4, 2014

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In our third “Meet a Financial Planner” we get grounded with the founder of Down to Earth Finance, Galia Gichon. As someone who once dreamed of being an accountant it’s no surprise that Galia has always been more confident about managing her own finances. Instilling this confidence, and understanding, is Galia’s passion and she believes […]

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Personal Finance Workshop: Simple Steps for Long-Term Wealth and Zero Debt

by Rebecca Jackson April 2, 2014

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A recent TIAA Cref survey showed that more people will spend two hours or more choosing a restaurant or picking out a flat-screen TV, than planning their retirement investments! Hopefully we don’t have to tell you that this is not good. If you’re guilty of spending more time buried in Zagats than planning your finances, […]

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Meet a Financial Planner: Russ Thornton, Helping Women Cope with Divorce

by Rebecca Jackson March 21, 2014

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Russ Thornton is passionate about helping women understand their finances. Russ witnessed first-hand how poor financial choices impacted his mother’s financial standing in the years after her divorce from his father. This led him to question how different the situation might have been had she worked with an advisor who had taken the time to […]

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Meet a Financial Planner: Brittney Castro – The Dancing Queen!

by Rebecca Jackson March 13, 2014

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One of our favorite experts Brittney Castro is proof of how a career in financial planning can satisfy an entrepreneurial urge alongside providing monetary gain through meaningful work. From math class, to college, to launching her own RIA (Registered Investment Advisor) firm before she was 30, Brittney was born for this profession. In this post […]

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FundWell: The Startup Solution For Small Business Funding

by Rebecca Jackson March 4, 2014

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If you’re the founder of a startup, you’ll know that while the Internet is awash with congratulatory stories of companies obtaining millions in financing, the reality is much less like a party. Seeking and securing funding for your business is more like an endurance sport. It’s an especially arduous journey for those seeking funding for […]

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