What Every Woman Needs to Know About Investing and Financial Planning
Creating and executing a financial plan. Stocks, bonds, and tax-efficient investing. Taking control of your emotions and becoming your boldest self. Read some of our most favorite articles and learn with our amazing community of experts who share their wisdom and tips to achieve a successful financial future.
Protecting Your Income – Disability Insurance
The ability to earn an income is often a person's most valuable asset. This non-branded presentation provides detail concerning the risks a person faces with an emphasis on disability. It also provides an overview of the limitations of various options available to...
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 woman....
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...
Downsizing in Retirement
By: Allison PearsonDo you and your partner share the same goals & expectations for the future throughout your changing life phases?My son recently headed off to college. It was an important life transition, not just for my son, but for me and my husband as well....
3 Proven Sales Funnels for Booking More Clients Consistently (even if you don’t have a big email list!)
During this Live Interactive Workshop, you will discover: How to position yourself as an expert AND turn it into SALES (without hanging out tirelessly in Facebook groups) How to bring warm leads into your business and have them book you for your sales calls How I land...
Walking the Tightrope of Change: When Virtue Becomes Vice
By: Laura BergerI was ‘Structured Laura’ before Glen and I moved to Costa Rica in 2006. I thrived in the corporate environment. So, when we embarked to Central America, I thought to myself, “If I can make it in fast-paced downtown Chicago, paradise will be a...
Secrets of Success: How I Learned to Make What I Was Really Worth
By: Jill Beirne DaviWhen I launched a side business about five years ago coaching people about their finances, I enjoyed it so much that I barely charged -- if I charged at all -- for my services. Many of the people I was helping were in the hole -- and...
Rewrite Your Money Story, Change Your Life
Do you tell yourself money stories? Is there a little voice in your head saying “you’re no good with money,” or “you’re not capable of getting a handle on your finances,” or “you’ll never manage to save enough”? Negative, demoralizing stories like these can keep you...
Three Ways to Fix Your Feedback
By: Raleigh MayerSome Like It Hot. No, not the summer--the Billy Wilder classic film comedy.In the final scene, Joe E. Brown's character said it best: "Nobody's perfect". So if you have recently received a performance review or employee engagement survey results,...
Teach Your Children Well: Financial Literacy is the Key to Economic Success
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...
How to Get Paid Like a Boss Lady
As a CPA who has worn many hats, Iralma Pozo has seen more salaries than she can count. Working in a male dominated environment has made her feel like a fly on the wall when male bosses and counterparts negotiate compensation for salaries and projects. Equal pay day...
Your indispensable guide to Social Security
By: Elliot RaphaelsonThere is no question that Social Security issues are important to the American public. It is not unusual for me to receive more than 100 responses from readers when I write a Social Security-related column.Regular readers know that I frequently...
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