DARCIE GUERIN

• Women, Wisdom and Wealth: Don’t bet the mortgage on the big game Published 02/03/2010 at 4:20 p.m.

  Women and men alike can appreciate the enthusiastic and inspirational wisdom of Coach Lou Holtz.

• Women, Wisdom and Wealth: What kind of benefits plan is best for you? Published 01/27/2010 at 2:06 p.m.

  If you started your business a few decades ago – say, during the era of bell bottoms and Sonny and Cher and headbands – and you were considering how to provide a retirement benefits plan for your employees, you may ...

• Women, Wisdom and Wealth: Look before you leap into a new annuity Published 01/22/2010 at 11:04 a.m.

  As a result of the 2008 financial crisis, many investors find themselves in the vulnerable position of being in a hurry to replace lost income and diminished net worth.

• Women, Wisdom and Wealth: Get started on your financial fitness program Published 01/14/2010 at 3:34 p.m.

  By looking at the parking lots of the health clubs this month; it’s obvious that a number of us have made fitness a New Year’s resolution.

• Women, Wisdom and Wealth: Traveling the path of greatness Published 01/08/2010 at 12:43 p.m.

  Enjoying the long weekends of Christmas and New Year, my husband Pete used his free time to embark on a “Godfather I, II and III” trilogy movie marathon.

• Lessons and carols Published 12/24/2009 at 2:35 p.m.

  The holiday season can be stressful, or it can be rewarding and joyful. Remember to celebrate the simplicity of friends, family and home. Over the past 18 to 24 months everyone has learned more than they cared to about mortgages, ...

• WOMEN, WISDOM & WEALTH: Should I convert to a Roth IRA? Published 12/18/2009 at 3:09 p.m.

  While conducting our year end account reviews one of the topics we cover is, if the opportunity is available, should an individual take a distribution from an existing IRA and roll it over to a Roth IRA? Eligibility to elect ...

• Women, Wisdom and Wealth: Anybody wanna buy a palm-shaped island? Published 12/04/2009 at 4:04 p.m.

  The Friday after Thanksgiving is traditionally a quiet day in the market, so I chose to work remotely from our daughter’s dining room table that morning

• Women, Wisdom and Wealth: This Christmas, the Grinch is on the run Published 11/25/2009 at 4:20 p.m.

  While driving around Naples the other day, enjoying the Christmas decorations, it dawned on me why I’m feeling so much more festive this year than I did last year; last year, we’d just experienced near economic collapse; no wonder I ...

• Ask Santa for a Spy-Scope for Christmas Published 11/20/2009 at 11:51 a.m.

  Residents of Southwest Florida rely upon different signs of fall than do our friends in New England.

• Women, Wisdom & Wealth: Market response to Japan disaster Published 03/18/2011 at 3:29 p.m.

  The events in Japan are heart-wrenching, and it’s likely that there will be more disturbing news as the true scope of this disaster unfolds. The economic impact on Japan’s economy and individual companies will be significant but there’s nothing to ...

• Women, Wisdom & Wealth: Tackling the do-it-yourself mentality Published 03/11/2011 at 2:39 p.m.

  As the years have gone by it seems that things like car repair, investing and hair care have become more complicated. As a teenager I was a “tom-boy” who hung out with the guys who worked on cars. Through osmosis ...

• Women, Wisdom & Wealth: Don’t allow a blessing to become a curse Published 05/20/2010 at 3:51 p.m.

  “Be careful what you wish for” is a motherly and cautionary statement. Mom is usually right and there’s no exception to the rule as this declaration applies to the receipt of sudden and unexpected wealth. For some this event is ...

• Women, Wisdom & Wealth: Life’s, and investing’s, ups and downs Published 05/14/2010 at 1:14 p.m.

  There’s never a dull day in the financial markets. On Thursday, May 6 our office was singing Tom Petty & The Heart Breakers 1989 hit “Free Falling” as the Dow Jones Industrial Average fell 5.7 percent from April’s close to ...

• Women, Wisdom & Wealth: Education planning and raising money-smart kids Published 05/07/2010 at 1 p.m.

  The years go by so fast. It was just 5 years ago that our oldest daughter and son-in-law surprised us with a gift wrapped ultrasound picture of our granddaughter as their way of telling us we were going to be ...

• Women, wisdom & wealth: Estate tax changes you need to know about Published 02/19/2010 at 5:15 p.m.

  Until Jan. 1, almost everyone expected Congress to act to prevent repeal of the estate tax. Many expected a simple patch to extend 2009 law into 2010. In 2009’s cliffhanger of an ending, Congress instead offered no resolution at all, ...

• Rules of the investment road Published 09/11/2009 at 4:24 p.m.

  There is rarely a day that goes by that we can’t learn or relearn something of value.

• Women, Wisdom, & Wealth: Where are we going? How do we get there? Published 08/18/2009 at 9:42 p.m.

  It was the summer of 1969; do you remember where you were? Two important events occurred; the Apollo Moon Landing and Woodstock. I also celebrated my ninth birthday that summer. While I remember listening to Walter Cronkite reporting on the ...

• Women, Wisdom, & Wealth: Food for thought on today’s economics Published 08/11/2009 at 9:14 p.m.

  Robert Louis Stevenson said “Everybody, sooner or later, sits down to a banquet of consequences”. If we apply his wisdom to today’s economic situation, we’re feasting on a banquet of debt. The trick is in how we’ll digest the consequences ...

• Women, Wisdom, & Wealth: If there’s recovery, it will be slow Published 08/04/2009 at 9:13 p.m.

  There was a flurry of positive news at the end of July which drove the markets up. The most-quoted indices are all at or near their 2009 highs. First, several banks and large companies such as Intel Corp., Caterpillar Inc. ...

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