Ever get the feeling that there are not enough hours in the day? Or that your to-do list is expanding by the minute? As a full-time financial advisor and mother to young twin boys, I often wonder how everything will get done. While all moms juggle numerous responsibilities and wear a variety of different hats, […]
When it comes to the nonstop news stream around business and finance (and the political influences that often drive both), it’s hard to stay on top of all the stories that matter — to our country and to your bottom line. Here’s your cheat sheet to this week’s top business and finance headlines. Week in […]
Can you imagine your investments not only reaping financial returns, but also supporting societal change? Welcome to social impact investing, a trend that’s gaining momentum as investors realize that profit and impact are not mutually exclusive. “Investors now are asking, ‘How can I do well in my investments and do good for others and the […]
Whether you’re hosting a cocktail party for 75 or an intimate dinner for 12, you want to spend your holiday entertaining budget on the things your guests will enjoy and remember. We talked with local event planners to help us figure out where to skimp (hint: expensive wine) and where to spend the big bucks […]
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 […]
Tough times are still having an impact on people everywhere, but the focus of our thinking needs to shift to change our fortunes.
How to take your emotions out of your financial decisions
If you have a FICO score of 800, a cushy nest egg, and live within your means—congratulations.
You’ve accumulated a certain amount of wealth–from big gains in the stock market, building your own business or savvy real estate investments. The next thing you want to consider is how to preserve your assets so you can pass them on to your heirs. Basic tools If you’re just beginning to think about wealth preservation, […]
Patsy PTA earned her MBA at Northwestern’s Kellogg School of Management, where she met her husband, Ted Trader.
