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Comment Archives: stories: Lifestyle: Money & Investing

Re: “Community Foundations of the Hudson Valley: A Regional Benefactor

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Posted by stevemendez on 07/18/2019 at 2:48 AM

Re: “From the Archive: The Money-Making Ethic

Nothing like not addressing my point in any substantial or real way....

Posted by Shawn on 01/12/2019 at 2:30 PM

Re: “From the Archive: The Money-Making Ethic

Whether people 'should' work for what they get is a judgement. Whether they place a higher value on something they've worked for, on the other hand, is a reality.

Posted by Bryce Canyon on 01/12/2019 at 12:24 PM

Re: “From the Archive: The Money-Making Ethic

Interesting point of view and one we all need to consider. One note: Emily Dickinson worked EVERY DAY at her home -- the "work" of women, which is never done. It's known among scholars that her "production" of poems decreased when her family had fewer household servants, and it increased when the house was in a state of full employ. So the definition of work is still a man's definition.... hmmmm.

1 like, 0 dislikes
Posted by Shawn on 01/12/2019 at 12:09 PM

Re: “Financial Planning & Wellness in the Hudson Valley

The beauty of working the Joanne is that she has no hidden agenda. Unlike most financial planners, she is not trying to sell you insurance or a certain product. She is not beholden to any of that since shes not trying to make any commissions. Her format is different.

I started off by taking a workshop with Joanne and was deeply moved by her non-judgmental approach. People were there from all walks of life and worlds apart financially. She valued each one on them right where they were. She truly comes from a place of compassion and a longing to help people understand and improve their relationship with money, as well as how to take charge of it. She has the ability to see the big picture and then help her clients lay the pavers down along the path, step by step, to help them achieve their financial goals. Joanne can truly be a vehicle for change and empowerment, if one is open to it.

Posted by Lilah on 02/18/2018 at 9:36 AM

Re: “Financial Planning & Wellness in the Hudson Valley

I am financially established and very organized, but I was not confident in my decision making or the people managing my investments. Joanne reviewed all of my investments and broke down my assets in a way that was understandable to me. She held my hand as I questioned my brokers and fund managers regarding the funds they had chosen. She presented me with well organized, informative charts that helped me to make my own choices as well as modify my long term investments. She reviewed my spending patterns and I now spend wisely and mindfully. I appreciate all she has done and will continue to have regular tune-ups to make sure I am still on point. She is amazing!!

Posted by geniet on 02/16/2018 at 11:03 PM

Re: “Financial Planning & Wellness in the Hudson Valley

I've had the experience of working with Joanne in a women's group and the results have been POWERFUL. Several of us have made significant life shifts over the last two months since starting with her - and her approach is so genuine, personal and organic - with the much needed balance of true planning and effort. Changing a habit is not easy - so it has been great to have her experience in witnessing clients go through and push through challenges to get to the other side!

I HIGHLY recommend her!

Posted by Meg on 02/16/2018 at 12:48 PM

Re: “Financial Planning & Wellness in the Hudson Valley

I started working with Joanne last summer and now feel empowered to take a realistic look at my finances. I have run a successful business for over 10 years and yet the finances were always in the nether regions of my awareness. I now have a retirement plan for myself and my employees. I have a budget that I can live by. I am excited to explore the options of what it will take to have a solid retirement in the next 10 years.

Thank you Joanne.

Posted by WendyW on 02/15/2018 at 5:22 PM

Re: “Financial Planning & Wellness in the Hudson Valley

I love the combination of mindfulness to finances; at first it seems like a pair of strange bedfellows, but in retrospect it is clear that this is a significant duo.

Having worked with Joanne for over two years now, I can speak to the magic of her ways. I feel more empowered around money than I have ever in my life. Not only do I have a better understanding of the investment world, but I feel comfortable doing my own research, making my own decisions, and having intelligent conversations with the financial advisors of my bank.

Thank you, Joanne! :)

3 likes, 0 dislikes
Posted by Philipa13 on 02/13/2018 at 10:39 AM

Re: “Saving for Retirement in a Recession

Thanks for interesting article! I use Ulster Savings Bank for 5 years and I can say that I am satisfied with its work. I think that it is a good bank. By the way, here you can find all information about this bank then you should search here http://www.usbankinginfo.com/bank/ulster-savings-bank/ Hope it will be useful!

Posted by Natalia Kupalina on 04/18/2016 at 2:06 PM

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