Expert Advice from Money Gurus: Jean Chatzky

Jean Chatzky is a financial journalist and author of “Money Rules,” “Money 911” and “Make Money, Not Excuses,” among other books. Chatzky is also the financial editor for the Today Show. 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 […]

Expert Advice from Money Gurus: Shelley O'Connor

Shelley O’Connor is the head of field management at Morgan Stanley Wealth Management. Here’s her best advice to take control of your finances: What is the most important thing someone can do at 25 to create a secure financial future? At 35? At 45? At 55? At age 25, most people are just starting out […]

Smart Women, Smart Finance$: How to Plan for Your Financial Future

Come join us for an event for every woman who wants to get smarter about money and wants to plan for what’s next! You will enhance your financial confidence, obtain valuable tools, action items and practical steps while empowering your future and gaining financial freedom and stability. Our experts will cover: Your Financial Success Checklist […]

9 Steps to Better Estate Planning for Women

Every woman needs an estate plan, particularly if they have children or other dependents. Unfortunately, most American women either don’t have an estate plan, or they let their husbands do the planning. This needs to change. “On average in the United States, women become widowed at 59, but their average lifespan is 80,” says Kathy Roeser, Executive Director and Wealth Advisor […]

How Women Can Take Financial Responsibility

While many women have no problem cutting coupons or finding a great deal, they may lack interest in long-term financial planning. According to a 2012 Time Magazine report, “More than a third of American women are the family breadwinner, yet still tend to pass the buck on important money matters, such as investing and retirement.” […]

Men We Love: Ron Levin & Ben Kovler of Invest For Kids

“Creating and measuring impact is the name of the game,” says 34-year-old philanthropist Ben Kovler as he describes Invest For Kids (IFK), Chicago’s Investable Ideas Conference.   Kovler founded IFK with Ron Levin five years ago. Creating and measuring IFK’s impact—social, finan- cial and professional—is a labor of love for both men. Kovler, who lives […]

Socially Responsible Investing: Your Money, Your Values

If you’re like most overworked, multi-tasking mothers and wives, you try to make lifestyle choices that reflect your values. You feed your kids high-quality food. You work for an organization you believe in. You recycle and do your part to reduce your carbon footprint. So, why would you put your money into a mutual fund […]