by Manisha Thakor | Oct 10, 2013 | Blog, Investing
by Manisha ThakorAs a financial advisor I’m frequently asked: “Why should I pay someone to manage my investments?”You may think an advisor should find “the next hot investment.” Increasingly, though, I’ve come to believe the real value is in helping clients avoid...
by Ann Wilson | Sep 24, 2013 | Blog, Investing
by Ann WilsonIt’s one of the most basic questions ever: What do you and 99% of the population want most?Most people will say “More money.” Specifically, we want to be rich. Who wouldn’t? If you’re rich, you really don’t have much to worry about, except maybe what to...
by Manisha Thakor | Sep 16, 2013 | Blog, Investing
by Manisha ThakorPicture this. Two cars are driving down a three-lane highway. A red sports car is darting between all three lanes trying to find the fastest possible way to get ahead. A gray sedan is in the right lane, steadily going the speed limit. Suddenly a train...
by Jillian Beirne | Sep 10, 2013 | Blog, Health & Wealth
by Jillian Beirne DaviI’m known for saying that Money is a HUMAN made tool. And humans are emotional. Therefore money is emotional.(Even though it doesn’t have to be.)Money follows the simple laws of cause and effect. You GIVE to the world a specific...
by Manisha Thakor | Aug 26, 2013 | Blog, Budgeting
by Manisha Thakor Does your actual spending significantly surpass your budget? Have you ever set a financial goal only to find that your actual spending significantly surpassed your budget? When you have the best of intentions to create financial health, why is it so...
by Paige Calahan | Aug 14, 2013 | KB-During, Blog, Health & Wealth
by Paige Calahan If you’re getting married and plan to change your name after the wedding, there are a few things you should know about the process to avoid identity theft and fraud. Changing your name isn’t difficult, and with these tips, you’ll...