by Manisha Thakor | Nov 1, 2010 | Blog, Retirement
by Manisha ThakorAre you worried about ending up old and poor?The Transamerica Center for Retirement Studies, a non-profit, private foundation, recently released the results of their 11th annual survey on retirement issues. The study is packed with eye-popping...
by Susan Hirshman | Oct 25, 2010 | Blog, Investing
by Susan Hirshman Risks to Your Financial Portfolio The most common response to the question “What are the biggest risks to your financial portfolio?” usually has something to do with market volatility – i.e. the up and down movements of the stock market. Would your...
by Stacy Francis, CFP®, CDFA | Oct 19, 2010 | Blog, Investing, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAThere is always that friend that makes a little bit more than you or maybe you’re the one who makes more. Regardless, once in a while that feeling of awkwardness arises when it comes time to paying the check or deciding where to go for the...
by Manisha Thakor | Oct 4, 2010 | KB-Financial Tips, Blog, Budgeting, Investing
by ManishaThakor How Banking Online Can Make Bill Paying Easier Are you banking online? A recent survey says 80 percent of U.S. online households are. However, if you’re limiting your online account management to checking your balance or reviewing past transactions,...
by Stacy Francis, CFP®, CDFA | Aug 30, 2010 | Blog, Family Finances, Stacy $avvy Advice
by Stacy Francis, CFP®, CDFAA new mom the second time around, of course I run into many other new moms. Despite the lack of sleep, they’re all so radiant and happy. However, when they learn that I am a financial planner, a different emotion often surfaces – the...
by Manisha Thakor | Jun 1, 2010 | Blog, Marriage
by Manisha ThakorTime and again money is cited as one of the top causes for fights in relationships and divorce. One way to prevent wallet wars is to engage in financial foreplay. But first, some basics…What is financial foreplay? The process of...
