Although most parents don’t expect their children to return to the nest after obtaining a college degree, living at home is becoming an increasingly popular option. In fact, a Pew Research Center study showed that 2014 was the first time in the modern era that people ages 18 to 34 were more likely to live […]
As investors review their portfolios for new sources of growth, one area that I believe is gaining the attention of policy leaders and corporate executives is the economic potential of investing in women. According to Women as a Force for Economic Change, a UBS CIO Wealth Management Research report published in October 2016, just half […]
We all want to save more money and give more money, but we don’t always know where to begin. Fortunately, some of the best financial experts in the country have talked to us about everything from raising financially smart kids and starting an emergency fund to preserving wealth and saving for retirement. Ready to get […]
On April 26, Make It Better hosted Money, Values and Impact presented by Morgan Stanley. This Impact Investing Summit was created to empower our audience to develop the strongest financial investments aligned with their values. Guests speakers included: Keynote Speaker Carla Harris, Vice Chairman and Managing Director, Morgan Stanley Kathy Roeser, Managing Director, Morgan Stanley […]
Imagine that you are home one day during a spring storm. It has been pouring for a few hours, so you decide to pass the time binge-watching your favorite television show or curled up with a good novel. You eventually get up from the couch to mill about the house, only to realize that your […]
Updated March 28, 2018 Financial conversations between spouses and family members are some of the toughest discussions facing affluent families. This article takes a brief look at why these conversations are so difficult, and how to break the ice to begin healthy and consistent communication. The status quo Typically each family member comes to the […]
The past five or six years have seen an explosion of credit cards that offer rewards. An entire genre of rewards-focused bloggers has sprung up, new credit card offers get covered by dozens of websites, and, in general, consumers are far more savvy about free travel and cash rewards than they were a decade ago. […]
Parents, it’s time to talk about money. “Parents know they have to talk about sex, they have to talk about drugs, they have to talk about alcohol, but money is one of those that we all probably feel we can slide by without talking about it,” Beth Kobliner says. Kobliner is the New York Times […]
Life is full of changes, good and bad, and often people don’t realize the implications these changes may have on them or their loved ones when facing a medical emergency or death, life events that should trigger discussions and document drafting or review. End of life documents allow people to express their wishes for how […]
When Dana Singla gave birth to her second child, Brandon, who was born with Down syndrome, a long-term financial plan for her family was about the last thing on her mind. For the first few years of Brandon’s life, Dana and her husband, Vinnie, focused on caring for their child, who required open-heart surgery and […]
