by Marguerita M. Cheng | May 28, 2018 | Blog, Family Finances
By: Marguerita M. Cheng Parents would not dream of raising illiterate children—why does it seem that to most parents, financial literacy is less important? Not to me. As a Certified Financial Planner professional and mother of three, I believe that teaching children...
by Samantha Cueto | Jun 14, 2017 | Family Finances, Blog
by Samantha Cueto When Should Teens Start a Savings Account? As soon as a teenager begins to spend the money that they earn, they should start considering opening a savings account. According to an ING Direct study, a surprisingly large percentage of teenagers...
by Savvy Ladies | Apr 3, 2017 | Blog, Family Finances
One of the only positive aspects of tax season is your refund. We all look forward to a little extra cash. It’s tempting to take that money and splurge – you worked hard for that money, right? But before you head to the mall, or your favorite e-tailer, here are some...
by Carly Newhouse | Jul 27, 2016 | Family Finances, Webinar Divorce, Webinars
It is no surprise that divorce is one of the most impactful life events that one can experience – it can be emotionally, financially, and sometimes even physically draining. So much so, that many compare the emotional experience of divorce to that of the death of a...
by Savvy Ladies | May 13, 2015 | Family Finances, Webinar Widowhood, Webinars
Confessions and wisdom from an irreverent widow.Life doesn’t always go quite as we plan, now does it? There are all sorts of unpleasantries to navigate… and some require more courage, creativity and fortitude than others. When your life is turned upside-down, it can...
by Savvy Ladies | Apr 15, 2015 | Family Finances, Webinar Family, Webinars
The M Word: The Money Talk Every Family Needs to Have about Wealth and their Financial FutureThis webinar will teach you:The M Word 5 Step Process to Guide Through Life’s TransitionsSuccessful transitions in life require meaningful preparation, trust and...
