Legacy can mean different things to each of us as we consider our family estate planning and wealth transfer and what we hope to leave behind for the next generation. Is your priority to leave security for your children and spouse? To endow a building on the campus of your alma mater? Or is it […]
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, […]
It is a difficult subject to think about, but as those we love age, some begin to experience cognitive decline, and once-routine financial tasks, like paying bills and keeping up with bank statements, can to become increasingly challenging. The onset of cognitive decline does not necessarily mean that mom and dad require full-time help, but […]
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.” […]
Did your new bundle of joy just arrive, or is a little one on the way?
Did your new bundle of joy just arrive, or is a little one on the way?
Patsy PTA earned her MBA at Northwestern’s Kellogg School of Management, where she met her husband, Ted Trader.
The year 2008 was full of financial surprises—many of them not so good. The best way to get through these difficult times is to be organized and understand your personal financial situation.
