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 […]
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 […]
