Receiving an unexpected or larger-than-expected inheritance can be a boon for your financial well-being—if you’re smart about how you use it. We probably don’t have to tell you that doesn’t mean quitting your job and hopping on the next flight to Bora Bora. Terri Conklin, a UBS wealth manager in Northbrook, says the first thing you should do […]
When you’re grappling with a tough money-management decision, wouldn’t it be nice if you could bend the ear of the head of a major bank, investment advisor or financial television personality? We picked the brains of eight local and national stars from the finance world about how to make the most of your philanthropic gifts, what they […]
Emilia DiMenco is the president and CEO of Women’s Business Development Center. Here’s her best advice to take control of your finances: What is the biggest money mistake that women tend to make? Most busy women, especially when they are younger, tend to push money management to [the] bottom of their to-do list, but that’s […]
Ilyce Glink is a columnist, radio personality, and founder of ThinkGlink. Here’s her best advice to take control of your finances: What is the biggest money mistake you think women tend to make? So often, a woman will hand over the financial reins to her husband. She will do most of the planning and shopping and take the lead […]
Paul Tashima is the managing director of investments at UBS Financial Services Inc. Here’s his best advice to take control of your finances: How can I make my charitable gifts have the most impact? As an alternative to donating cash to your favorite charity, consider donating publicly traded securities you have held for greater than […]
Manisha Thakor is the founder and CEO of Moneyzen Wealth Management. Here’s her best advice to take control of your finances: If you were going to make one new investment now, what market would you invest in? I get asked this question frequently, and I think it’s a very dangerous question to ask or answer. […]
Steve Kuhn is Partner and Co-Chief Investment Officer of Pine River Capital Management. Here’s his best advice to take control of your finances: If you were going to make one new investment now, what market would you invest in? I can tell you about an area where we’ve started doing a lot of work, and which I’ll most likely […]
Kathy Roeser is the Executive Director/Wealth Advisor of The Roeser Group, Morgan Stanley. Here’s her best advice to take control of your finances: What can I do today in 30 minutes or less to take better control of my finances? Sit down with a blank piece of paper in front of you, and do a […]
Leslie North and Annette Findling are Certified Financial Planners at Stonebridge Wealth Advisors, LLC. Here’s their best advice to take control of your finances: What is the biggest money mistake you made and what did you learn from it? Leslie: A “money mistake” that affected my family is related to my father. He passed away […]
Renée Cooper is a financial consultant at Wintrust Wealth Management. Here’s her best advice to take control of your finances: What can I do today in 30 minutes or less to take better control of my finances? You always need to pay yourself first, whatever money you make; before you spend it on anything else […]
