Help Your Kids Build Smart Money Habits with These Easy-to-Follow Strategies As parents, we know that children often pick up habits from those around them. You work hard to set a good example, but did you know that this is especially important when it comes to teaching your child about finances? If you want your…
Katie E. Moore, CDFA®
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As Chairperson of the Finivi Women and Wealth advisory team, Katie’s financial philosophy is deeply rooted in the idea of empowerment and education. Katie is a Certified Divorce Financial Analyst and has helped numerous women navigate and thrive following difficult life transitions. A seasoned lead advisor, Katie is passionate about providing unparalleled support and guidance to her clients and building long lasting relationships that encompass her commitment to helping them achieve financial independence. “Amazing things happen when women team up” is truly Katie’s mantra.
Katie has a B.A. in Business Administration & Finance from California State University and is originally from Northern California.
Katie is an active member of her community where she and her husband are raising two beautiful children.
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Recent Articles by Katie:
How to Live on One Income After Having a Child
Having a baby changes everything—from your outlook on life, to the time that it takes to get ready and leave the house in the morning, to your financial situation. Of course, most of this you will have to just learn as you go, but figuring out how to live on one income after having a…
Money and Relationships: How to Communicate About Finances Without Conflict
Master the Art of Financial Communication to Strengthen Your Relationship and Achieve Shared Goals Finances can be a sensitive topic, especially within a relationship or marriage. Studies show that nearly 75% of Americans feel stressed about their finances. Combine that with other life stressors, such as work and family responsibilities, and it can feel overwhelming. Instead…
When Your Heart Says “Yes” But Your Wallet Says “No”
Have you ever been shopping and saw a dress that you just knew you had to buy? Bought a new pair of shoes because of a deal too good to pass up? Impulsively grabbed a candy bar or magazine at the checkout counter? We’ve all been there. Sometimes, your brain just tells you “yes,” but…
Are Women Better Investors Than Men?
Who’s better at investing—men or women? If you are like 91% of women asked in a recent Fidelity Investments survey, your initial response is probably to say that men are better investors. Only 9% of women asked in the survey said that they are better investors than men. So you might be surprised that this…
Qualifying for Social Security Spousal Benefits if You Are Divorced or Widowed
As a woman, you are probably aware that you are statistically expected to outlive your husband. According to the Centers for Disease Control and Prevention 2015 Mortality Report, the average woman in the United States will live to age 81.2 years, and the average man will live 76.3 years. That means you can expect to live…
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