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Kitty O'Keefe
Is a Vibrant Nation Blog Circle User

Kitty O'Keefe

My Blog Circle:

After a 30+ year career in finance, I am now a writer who specializes in women's personal and financial empowerment.

Kitty O'Keefe owned a financial planning firm in LA, is a 30 year veteran in investment and commercial banking and taught "Financial Planning for Women" at UCLA. Mary Buffett describes her as "a diamond in a world of junk jewelry" in her book "Buffettology."

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  • 200 posts

my VN interview

How did you get to where you are now?

Hard work, education and the help of many smart, generous female mentors, who have remained my closest friends.

How do you see yourself differently now than you did 10 years ago?

I now do what I love.

Where do you see yourself in 10 years?

Happy, healthy, financially secure.

a postcard to my younger self

It gets better.

my role models

My friends Babette Heimbuch and Mary Buffett, my grandmother Ottilia Younger, and my UCLA colleague, the late Jospeh P. Devanney, with whom I developed the course "Financial Planning for Women."

my posts

The heart of personal finance

Posted in family & relationships, Financial Planning for Today's Woman, work & money on February 12, 2013
Things that had been endlessly interesting to me in the past are now irrelevant. My focus has become singular.read more »

Fixing Social Security, Part II

Posted in work & money on January 06, 2013

Previously, we saw that the Social Security trust fund is not actually funded, but rather a $2.6 trillion debt held in the form of Treasury Bills.

Now we will address the issue…

read more »

Shedding light on the Social Security Debate – Part I

Posted in news on January 03, 2013

As Congress proceeded in fits and starts to address the issues of taxation and spending, I entered into a conversation with about 300 very smart women about whether Social Security was a…

read more »

A Priceless Gift to Give Yourself

Posted in work & money on December 23, 2012

What would you rather have for the holidays:

  • A piece of advice that prevents your savings from being demolished or
  • a new blender?

Maybe you’ve not been in the mood…

read more »

You fix Social Security

Posted in work & money on December 18, 2012

Here’s the place to do it. http://www.aarp.org/work/social-security/info-08-2010/pick_options_to_help_close_social_security_gap.html

When you’ve finished, please tell us what you did.

read more »

my comments

Response to: Finances for new relationships after retirement

Comment posted on January 8, 2013 at 10:52 am:
"To make this decision, you must separate issues of love vs. those of money.  As Charmed said, the most obvious negative issue is that of the loss of your late husband's social security.  The fact that you would no longer have to pay for your own in..." (read comment)

Response to: You fix Social Security

Comment posted on December 19, 2012 at 11:20 am:
"Brenton, I am a woman who spent 30 years in the financial planning business, who also taught economics at the graduate level.  With respect to my intent with this post, I will respond with the fact that I developed a course at UCLA with Mary Buffett..." (read comment)

Response to: You fix Social Security

Comment posted on December 19, 2012 at 10:38 am:
"Thank you for your response, Anonymous.  While your observations are correct in that the problem has grown over the last few years, I believe your calculation of how much it has grown has factored in the fact that FICA has been reduced - a stimulati..." (read comment)

Response to: You fix Social Security

Comment posted on December 18, 2012 at 7:03 pm:
"I raised the tax bar slowly, added new public employees to the system, and raised the retirement age slowly. Closed the gap by 99%...." (read comment)

Response to: Fiscal cliff - solved

Comment posted on December 14, 2012 at 7:50 pm:
"Hi Flower Bear, and thanks for your comment.  Given the information, I think most grown-up women could balance this budget, since many do that all the time - just with a lot less zeroes...." (read comment)