Tag Archives | money
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Think You’ll Inherit? What You Think May Be All Wrong

Many Americans may have an unrealistic view of how much they’ll inherit, and that’s especially true of millennials, or the generation born between 1981 and 1996. There seems to be a huge disconnect between what millennials think they’ll inherit and what’s actually on the way, writes Rose Kennedy for the Atlanta Journal Constitution, quoting Adam Financial […]

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Quote Of The Week: Good Stocks Versus Clean Socks

What Women Would Do Differently In A Financial Do-Over A major financial firm surveyed women who were divorced or widowed about the financial challenges of being on their own.  Nearly 60% of women surveyed said they wished they had been more involved in their finances while they were married. In fact, more than half said […]

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Quote Of The Week: The #1 Mistake Women Investors Make

“When it comes to investing, the biggest mistake women make has nothing to do with where they’re choosing to invest their money. Rather, the issue is they’re not investing enough in the first place.” Sallie Krawcheck, co-founder and CEO of Ellevest, a digital investment platform for women, interviewed by CNBC MakeIt Krawcheck, an investing trailblazer who once ran […]

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Money Tips For Your High School Grad

Graduating from high school marks an important step toward adulthood for U.S. teenagers. But do your kids have the financial savvy needed to make important decisions about credit cards, student loans, budgeting, and renting their first apartment? Here’s a cheat sheet from columnist Ron Lieber of The New York Times on the most important things […]

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2019 Barron’s Independent Women Advisors Summit

You can’t really call it a hardship assignment! Last week, Mari got to spend three very enjoyable and productive days hanging out at the Breakers in Palm Beach as part of the Barron’s Independent Women Summit. It’s an annual get-together for preeminent women running independent financial advisory firms, like ours. Yes, we get to meet […]

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New Miami Dolphin NFL Pick Has Got All The Right Money Moves

New Miami Dolphins pick Christian Wilkins is breaking all the stereotypes about how football players and professional athletes aren’t good at sticking to a budget. He pulled off the impossible task of earning a BA and master’s degree in record time, and graduated college with no debt & money in the bank. “It’s simple: My […]

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