News and Resources
Proud Supporter of Organizations Making an Impact
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‣Sustain-a-Bull -- promoting and supporting locally-owned, independent businesses in Durham
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‣Clean Energy Victory Bonds -- supporting the passage of the Clean Energy Victory Bonds Act of 2012
Most Recent Press Citations or Authored Articles
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‣Financial Advisor, “The Generation (And Other) Gaps” -- November 2012
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‣SBN Philadelphia, “Investing in a Better World is Inherently Good Planning” -- November 2012
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‣Morningstar Advisor, “Practicing What She Preaches” -- October 2012
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‣Bull City Forward Blog, “You say SRI and I say Sustainable Investing” -- October 2012
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‣Financial Advisor, “Low-Cost Impact Investing” -- September 2012
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‣Dow Jones, “The Right and Wrong Ways to Find a Niche” -- August 2012
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‣New York Times, “A Financial Plan for the Truly Fed Up’ -- August 2012
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‣Money, “Help Free Your Grad From Debt” -- June 2012
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‣Investment News, “Socially Conscious Funds are Blossoming” -- May 2012
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‣Investment Advisor, “How are We Doing?” -- March 2012
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‣MainStreet.com, “How to Spot a Money Waster” -- March 2012
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‣MainStreet.com, “10 Money Challenges Everyone Should Try” -- March 2012
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‣Kiplinger’s, “Earn Higher Returns with Microloans” -- December 2011
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‣Marotta Money Blog, “Magnify the Impact of Our Money” -- December 2011
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‣MainStreet.com, “How to Quit Your Bank” -- October 2011
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‣Registered Rep, “Advisors Use More Visual Tools with Clients” -- June 2011
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‣Registered Rep, “Coming Into Money: Advisors Should Anchor Clients” -- May 2011
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‣Financial Times, FTfm, “Big Brokerages Must Work to Embrace Microfinance” -- August 2010
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‣Bankrate.com, “4 Tips for Single, Female Homebuyers” -- April 2010
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‣NAPFA Advisor, “The “I” in Community Investing” -- March 2010
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‣Financial Advisor, “Small loans, Big Impact” -- March 2010
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‣New York Times, “Rules Ease Roth Conversions, but Benefits Vary” -- January 2010
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‣Investment Advisor, “Putting SRI into Practice” -- December 2009
Speaker at Local Organizations
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‣Advanced Energy -- “Socially Responsible Investing 101”
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‣Traction -- “Socially Responsible Investing 101”
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‣RTI -- “Investing in the Stock Market versus Real Estate”
Interesting Links
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‣CFP Board - guide on How to Choose a Financial Planner
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‣NAPFA - guide on How to Choose a Financial Planner
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‣NAPFA Planning Perspectives - free, quarterly e-newsletter
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‣NAPFA Consumer Webinar series - free, monthly webinars about financial planning topics
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‣US SIF - a full range of resources related to all aspects of socially responsible and sustainable investing
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‣How to add SRI into Retirement Plans.pdf - produced by Green America and Social(k)
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‣National Federation of Community Development Credit Unions - nationwide database for community development credit unions
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‣National Green Pages - directory of products and services for people and the planet
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‣Direction$ for Women - empowering, educating, and engaging women in the management of their personal finance
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‣Pride Planners - a resource for special planning issues for unmarried couples
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‣Behavior Gap - Carl Richards explores investor behavior through sketches
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‣College Board - all-around resources related to planning for, applying to, and paying for college
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‣Saving for College - resource for information on 529 plans
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‣Healthcare.gov - a go-to resource about health insurance managed by the U.S. Department of Health & Human Services
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‣Collaborative Divorce - learn more about collaborative divorce and find an attorney
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‣Moving Forward on Your Own - a financial guidebook for widows
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‣Social Security - get your Social Security statement online
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‣Annual Credit Report - request your free annual credit report from 3 reporting agencies
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‣Debt.org -- Debt help organization with a broad range of topics related to getting out of debt and repairing your credit
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‣Bankrate’s credit card calculator - how much is the minimum credit card payment costing you?
