I’ve had the same credit card for as long as I can remember. I’m hearing a lot about rewards programs and the need to maximize my options. What should I know when I’m shopping for a credit card? I’m in my late 30s and I feel like I’m doing okay with savings, but I’m not…
DO MY THOUGHTS AROUND MONEY AFFECT MY SPENDING HABITS? This week I had the chance to chat with Dr. Daniel Crosby, a behavioral finance expert. Dr. Daniel Crosby is a behavioral finance expert, a sought after thought leader on market psychology, and the founder of Nocturne Capital. Dr. Crosby created the sentiment and valuation measures…
AM I SITTING ON TOO MUCH CASH? HOW DO I REALLY KNOW HOW MUCH MORTGAGE I CAN AFFORD? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address…
This week I had the chance to chat with Manisha Thakor, CFA, CFP® ardent financial literacy advocate for women. Manisha Thakor, CFA, CFP® is Director of Wealth Strategies for Women at Buckingham and The BAM Alliance, a community of more than 140 independent registered investment advisors throughout the country. An ardent financial literacy advocate for…
I’M IN THE MARKET FOR A NEW JOB. WHAT DO I CONSIDER BEFORE SAYING “YES” TO AN OFFER? DO I REALLY NEED LIFE INSURANCE? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll…
This week I had the chance to chat with Stephanie Burns, founder of Chic CEO. Stephanie is the founder of Chic CEO. Chic CEO is an online resource for female entrepreneurs – bringing how-to information, tools and community to women starting businesses. With 90,000 female entrepreneurs subscribed, Stephanie’s vision for Chic CEO is to be…
HOW DO I GET STARTED WITH INVESTING? RETIREMENT SAVINGS OR COLLEGE SAVINGS: WHICH COMES FIRST? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and answer questions…
I WANT TO MAKE A CAREER CHANGE. WHERE DO I START? This week I had the chance to chat with Anna Runyan, founder of Classy Career Girl. Anna is the Creator of Corporate Rescue Plan™ and CEO of one of Forbes 35 Most Influential Career Sites, ClassyCareerGirl.com. She’s a winner of the Top 5 Blogs…
HOW MANY BANK ACCOUNTS DO I NEED? SHOULD I PURCHASE A HOME IF I HAVE STUDENT LOANS? One of the fun parts of being a financial planner is getting to field and answer questions from clients and readers all around the country. In these Work Your Wealth episodes I’ll be taking time to address and…
This week I had the chance to chat with Kimberly Palmer, author of Smart Mom, Rich Mom. Kimberly Palmer is the author of “Smart Mom, Rich Mom: How to Build Wealth While Raising a Family.” She is a financial journalist living in Washington, DC with her family, including two children. WHETHER YOU’RE A PARENT OR…
