Manisha’s MoneyZen Blog

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Five Fab Finance Books to Brighten the 2013 Holidays

Looking for a gift that will keep on giving? With the year wrapping up and the gift-wrapping set to begin, here are some personal finance books for the special people in your life. Young or not-so young, wealthy or struggling, happy or not quite so, there’s something for everyone here. The Investment Answer, by Daniel […]

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Photo credit: Louis Leray

Do You Need a Financial Planner or an Investment Manager?

If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the difference. Confusion is common because the terms don’t just describe job titles; they also refer to […]

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Photo Credit: Louis Leray

Retirement Planning: Where Do You Stand?

It’s been said there are three kinds of untruths: “lies, damn lies and statistics.” As a life long Personal Finance junkie (and female financial advisor for women), I have to qualify. Yes, some statistics are just distractions. But others really do help put our financial progress in perspective.   I recently came across one such […]

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The 5 Most Common Mistakes Investors Make

As a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?” You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid painful, crippling, ‘WHAT-was-I-thinking?’ mistakes.  One of my mentors says it best: “Sometimes you need […]

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Photo credit: Louis Leray

Three Questions Every Investor Should Ask (& answer!)

One of the most common complaints I hear as a female financial advisor is that investment jargon (ETFs, P/E ratios, DRIP plans, etc.) is…. boring, confusing, and overwhelming. I’m happy to tell you it doesn’t have to be that way. To stop the buzzing in your head, simply apply the 80/20 rule (aka Pareto’s Principle). […]

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About Manisha’s Money Zen Blog

This blog chronicles my quest to identify simple, joyful methods that we can all use to feel calmer and more balanced in our relationship to our money.

Despite the abundance of personal finance books, magazines, radio programs and TV shows that have exploded into our lives over the past two decades, most of us struggle to find financial sanity, security and serenity. Rather than help us eliminate money pain, all this information has left us feeling overwhelmed and confused. We need fresh wisdom to break out of the cycle of despair and create lives of abundance.

Here’s hoping these short pieces will help you craft a uniquely rich and rewarding life.

To Your MoneyZen,
– Manisha