How ‘Nice-Lady’ Negotiating Saved Me $4,300 in a Year

By: Jill Beirne Davi After a recent hospital stay, I opened one of dozens of health care-related bills and found one for $21.47 for the TV and phone in my hospital room. I never used the phone. I never used the TV. Yet here was this bill — one that my health...

Self Expression in the Workplace: The Case for Edited Authenticity

By: Raleigh MayerSignificant controversy and outcry arose when a  Google executive lost his job after airing his views on the company’s diversity policy . This sparked  public debate regarding the benefits and risks of airing personal viewpoints, and the...
5 Tips for Educating Kids About Money

5 Tips for Educating Kids About Money

By: Allison PearsonTalking about money is difficult for most of us. Sometimes, talking about money to a family member is even more difficult.Growing up, I was fortunate to have parents who prioritized my financial education from an early age. When I was a teenager, my...

Five Strategies for Befriending Uncertainty

By: Laura BergerEvery rung I climbed on the corporate ladder was giving my ego the success it so craved. But there was one glaring problem: I wasn’t truly fulfilled. Compelled to reevaluate my life and career, I asked myself the all-important question: What truly...

Worried About a Market Downturn? These 3 Yoga Principals Can Help

By: Manisha Thakor, CFP®, CFAThe late economist Hyman Minsky observed that cycles of risk-taking follow a consistent pattern. He found that stability and absence of crises encourage risk-taking, complacency, and lowered awareness to the possibility of problems...

The Importance of Leaning In with Clients

By: Marguerita M. Cheng As the daughter of a Chinese father and American-born mother, I have been exposed to many different stereotypes in the US, Europe, and Asia. I also grew up taking in mixed messages about what it means to be a successful, professional...

The ‘stretch’ option for maximizing IRAs

By: Elliot RaphaelsonBecause most employers have eliminated defined-benefit retirement plans, future retirees will depend more than ever on 401(k) plans, traditional IRAs and Roth IRAs.To plan for a successful retirement, you must understand the fundamentals and...