About me…
I act as a personal CFO to high net worth executives, retirees and families. In my role as trusted advisor, I help my clients achieve all that is important to them, however they define it. I believe that there is not only a dearth of accurate information about investments and personal finance out there, there is actually an abundance of misinformation. As a result, even the most educated among us need good counsel on matters of personal finance. This blog offers ideas, insights and anecdotes from my work with my high net worth clients.
Publications & Contributions
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Women and Money Why You Need to Take Control Now Real Simple MagazineThe good news: More than a third of American women are now the family breadwinner (look at that!). The bad news: We still tend to pass the buck on important money matters, such as investing and retirement. Ready to take charge of your financial future? Start right here…. |
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One Size Doesn’t Fit All Advisor SolutionsYou’ve heard the statistics: Women control a substantial and growing proportion of privately held financial assets. What’s more, well-established social trends and common life changes suggest that proportion will only increase in the years ahead, spelling opportunity for Registered Investment Advisors (RIAs)…. |
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The Informed Investor The Informed InvestorMany people today are facing difficult choices in achieving their financial goals and, as well they should, are asking serious questions. Our goal with The Informed Investor is to help you see through the noise of the marketplace in order to systematically make smart decisions about your money…. |
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Three Ways to Make the Most of Tax Time Washington Woman MagazineCome tax time, many people seek to make the wisest choices with their refund (or plan better next year if they owe money to Uncle Sam). While a noble pursuit, the wealth of information that individuals are frequently bombarded with can be complex and confusing…. |
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All in the Family: How to avoid the headaches from working with your relatives Washington Smart CEOFamily businesses run the same life cycles of any other business. They experience the same peaks and valleys in revenue streams. They experience hiring and firing issues. They also experience ownership and management changes. But family businesses also bring their own unique dynamics…. |
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PRACTICE MANAGEMENT: Tax Move Saves Family $1.5 Million Dow Jones NewswiresThe elderly couple weren’t even Eileen O’Connor’s clients, but she knew they needed assistance. The husband, a longtime executive at a technology firm near Washington, D.C., had accumulated…. |
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Out of the Boardroom Journal of Wealth Management ConsultingEileen O’Connor spent more than a decade firmly entrenched in the corporate world –consulting in New York and Asia, working with venture-backed tech startups and putting her Harvard MBS to good use. But while consulting with a string of startups in Washington, D.C., O’Connor realized… |
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What Characteristics Should Your Financial Advisor Have? Diversity Edge MagazineAs an advisor to high net worth investors, I see firsthand what makes relationships with my most loyal clients tick. Regardless of where they fall on the net worth spectrum, consciously or unconsciously, most individuals look for six core characteristics in the advisors…. |
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Five Key Ways to Improve Your Financial Life Diversity Edge MagazineMany people are faced with the daunting task of simplifying their financial lives. This is exacerbated by all the different information and opinions that individuals are exposed to in the realm of investment management. If one were to filter this into sound advice, we could isolate five concepts that would… |
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Worried About Your Retirement? Diversity Edge MagazineWhether you are a business owner or professional, you should be concerned about how to fund your retirement years. Amazingly, while the average savings rate is less than 3% nationwide, the average worker is “very confident” about their retirement plan(s)…. |
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Selling Your Business Diversity Edge MagazineAs the baby boomer generation prepares to retire, many self-employed business owners will face numerous issues regarding the sale and transition of their business. Some of these issues include how much the business is worth, to whom they will sell their business, and how much in capital gains taxes… |
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Early Exit Planning: A Key to Business Owners’ Personal Financial Security Diversity Edge MagazineMost business owners are too busy running their business to think about planning their exit from it. Their mindset is one of “there won’t be a business to exit from if I don’t take care of the daily tasks.” However, developing and executing a transition plan early on is a critical part of running a business…. |
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What Obama’s Tax Policy Agenda Might Mean to You Diversity Edge MagazineWith the long-fought campaign over and president elect Obama readying himself to take the oath of office on January 20, 2009, many are turning their attention to the question of “what does that mean for me?”From a tax perspective, it may mean quit a bit.… |