Women On The Rise: Cecilia Conrad, Jennifer Steans and Kathy Roeser Share Expert Advice on Building Financial and Career Confidence

Wealth management and finance have traditionally been male-dominated industries, but that’s changing. Women manage more wealth than ever, controlling a third of U.S. household financial assets, equalling more than $10 trillion. By 2030, U.S. women are projected to retain more than $30 trillion in financial assets, according to Kathy Roeser, Managing Director and Wealth Advisor […]

Family Finance Virtual Event: Create Your Legacy

Learn from Family Finance Experts David A. Handler of Kirkland & Ellis, and M. Zach Mangels, of Private Ocean as we explore essential topics about estate planning, philanthropy, legacy, passing on values with wealth and much more! This will be an interactive event with presentations from each speaker followed by a discussion and Q&A session led by Make It Better Media Group’s Founder […]

20 Easy Lifestyle Changes That Will Save You Money

The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]

20 Easy Lifestyle Changes That Will Save You Money

The average American household will nearly deplete their annual income with their spending habits. This could be your wake-up call to get your expenses in check. We tend to spend most on food, transportation, and housing; all necessities, of course, but only when budgeted accordingly. When it comes to money management, there is no one-size-fits-all […]