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 […]
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 […]
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 […]
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 […]
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 […]
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.” […]
