9 Reasons You’re Not Rich Yet

Updated Aug. 10, 2018 You make a decent living, have a nice house and don’t have any debt. But yet, you still haven’t achieved the true financial freedom that comes with ample retirement savings, capital to support the philanthropic causes that are important to you, and wealth to pass on to your children and grandchildren. […]

The Secret to Getting the Salary or Raise You Deserve

Dana White, author of “Leader Designed,” was offered a fellowship at the Wall Street Journal — an impressive accomplishment and coveted position by any measure. But, she turned it down. She was working for the Department of Defense at the time, and says she was well past the fellowship stage of her career.  “My position was, […]

You Said It: From Illinois to Georgia, Money Smart Week Reinforces Financial Literacy

As financial advisors with nearly four combined decades of wealth management experience, we’ve seen firsthand the challenges that money management and personal finance pose for consumers. Whether it’s saving for retirement, funding the cost of education, paying down burdensome student loans, or establishing an emergency fund, money is the second most common cause of stress […]

7 Things Wealthy People Do to Stay Rich

Whether you’re content with your current financial situation — and want it to stay that way — or aiming to increase your wealth, learn the secrets that keep wealthy people on top, both financially and professionally. 1. Be Prepared It may be hard to grasp the fact that you’re putting money aside for 20, 30, […]

4 Great Apps for Buying Wine

You’re in the grocery store and at the end of your shopping list, and find yourself wandering down the wine aisle. You need a nice bottle for tonight — maybe to bring to a friend’s house, or to share for a romantic evening — but you’re bored of the same old bottles and you want […]

A Modern Napa Home Designed in the Cloud

Mike Neil, a Microsoft executive living in Seattle, contacted San Francisco architect Jim Zack in part to prove how easy cloud computing — Neil’s specialty — and the digital sphere make it for people to work together at a distance. Hundreds of miles away, Zack was enlisted to visit a 15-acre St. Helena hillside lot […]

How to Be Sure You’re Saving Enough for Retirement

While 98 percent of wealthy Chicago women say they are confident they will reach their financial goals, 67 percent of them lose sleep over money worries, according to a recent survey by Charles Schwab. Of those who say financial fears keep them up at night, the most common concern is outliving their money. So, what’s […]