by Manisha Thakor | Feb 10, 2014 | Protect, Reflect, Save, Spend, Top 10
This February, consider a new approach to intimacy with your loved one. As a female financial advisor focused on female clients, I’ve become very clear-eyed about how important the role of money — and the ritual of talking about money — can be in relationships. While...
by Manisha Thakor | Jan 13, 2014 | Spend, Top 10
“So how are those 2014 financial resolutions going?” If you find that question cringe-inducing, trust me: you are not alone. And you may be over-reacting. As a financial advisor, I can assure you it’s still plenty early for you to turn your good financial intentions...
by Laura Orchard | Dec 23, 2013 | Give, Protect, Save, Spend, Top 10
Speaking about financial literacy at a recent women’s conference, I received energetic applause when I argued it wasn’t healthy to give kids everything they asked for. I specified this also goes for adult children boomeranging back into their parents’ lives; the...
by Laura Orchard | Dec 9, 2013 | Invest, Protect, Retirement, Save, Top 10
How are we Americans collectively feeling about our retirement prospects? Survey says (and most financial advisors would concur), not so great. Consider this comparative data from an annual study by the Employee Benefit Research Institute: • In 2007, the EBRI study...
by Laura Orchard | Nov 11, 2013 | All Posts, Invest
If the terms “financial planner” and “investment manager” seem interchangeable to you, you’re not alone. Many people — even financial professionals — have a hard time differentiating. To truly maximize your financial well being, it’s important to understand the...
