Your Greatest Wealth

by Jodi Krizer GraberThe greatest wealth is health. I believe that but I cannot take credit for the quote. It is attributed to Virgil, one of Rome’s greatest poets who lived from 70 BC – 19 BC. So we’re not talking “new age-y” thoughts here; it seems more like...

Generation Earn: A Chat With Kimberly Palmer

by Manisha ThakorUS News & World Report senior editor and personal finance columnist, Kim Palmer, has written an excellent new book for young professionals: GENERATION EARN.  Kim was kind enough to share her thoughts both on the writing of the book and...

Are Your Bonds Safe?

by Manisha Thakor”Last year I invested in a bond fund and now I’ve lost money. What happened? I thought bonds were supposed to be safe investments!” Recently several people have asked me this same question. Given the turbulent economic times...

On the 12 Days of Christmas

by Susan HirshmanAs I was driving the other day, the song … On the twelve days of Christmas my true love gave to me….came on the radio.  It made me think – who really is our true love and what is it really that we want.Who really is our true love?  Well, I...

5D’s To Protecting your Portfolio From Sabotage

by Susan HirshmanThe 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 answer be different?  Most...

Big Money VS Little Money

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...

3 Reasons To Take Your Online Banking Relationship To The Next Level

by ManishaThakor 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 you are missing out on the biggest benefits of...

Money Makes the World Go Round

by Kristina LeonardiArtists and musicians do it. Actors and writers do it. Designers do it. Nonprofits and entrepreneurs do it. To some extent, we all do it. We strive to maintain our authenticity, creativity and vision of who we are and what we want to express in the...