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Wealth Managers Must Make Changes to Attract High-Net-Worth, Industry Reports

Wealth Management.com Jun. 22, 2011 Charles Paikert Wealth managers need to make key changes in the way they do business to stay competitive, two major studies of the industry have concluded. For example, wealth managers need to leverage “cross-enterprise capabilities” that may reside in other units of the firm, such as its corporate, private or […]

How to Stop Indulging — And Save

Posted: 11/09/2012 6:39 pm Have you ever calculated how much you spend in take-out coffee, lattes, frappucinos, smoothies — the list goes on. I did it once and couldn’t believe it. My daily coffee habit was costing me a minimum of $600/year. That is a very low estimate because it didn’t include the latte after […]

The First Step to Talking Money with Women

Posted: 11/05/2012 7:53 am Women have stories. We share our stories with one another and make sense of our lives through our stories. Our lives consist of seemingly endless stories woven together with bits of thread and a little bit of patchwork along the way. Within the stories we find our meaning and our connection […]

How the Rich and Famous Can Teach Us to Sav

Posted: 10/17/2012 12:06 pm Those who have seen the documentary Queen of Versailles usually laugh at the outrageous lifestyle of David and Jacky Siegal, a billionaire and his trophy wife. This film portrays their ostentatious lifestyle and their insatiable desire to spend. The film begins in 2008, before the market crash. The economic downturn froze […]

Banks Need to Win Back Customers’ Trust

  Posted: 09/24/2012 4:34 pm That these are extraordinary times is an understatement. Not only have consumers lost confidence in financial systems, but those working within the system share the feeling of uncertainty. The fundamentals are off and everybody is grasping for ways in which to get back to life as they knew it before […]

Afraid of Monthly Bills? How to Cope with Money Fear

  Posted: 08/30/2012 12:00 am Has this ever happened to you? A statement arrives from the bank, your financial professional, or the tax authorities. You look at the envelope, you get a sick feeling in your stomach, and you tell yourself “I’ll look at it later.” Except, later never happens — until next month. Another […]

What Makes A Good Coach Great?

I finally know the answer to that question.  As a serious cyclist, I have had my share of trainers and coaches over the years.  Each time I began to work with a new coach, I had high hopes that this person was The One. Inevitably, after working together for a period of time, I would […]

Laid Off After 20 Years? Time to Reinvent Yourself

Posted: 07/25/2012 1:34 pm How often do we hear this: It’s a tough economy. We all feel this reality and it seems that employees who are 50-plus have been hit particularly hard. Of course, this doesn’t ignore the thousands of others who are having a tough time but the 50-plus group have some unique problems. […]

Why Women Trust Women With Their Money

Deborah Nixon Entrepreneur, Consultant Judy was panicked over her investments and frozen in indecision about what to do next. The market wasn’t doing well and she wasn’t sure what all of this meant for her. She was in her mid-50s, didn’t have a pension (darn those years of doing her own thing) and was single. […]

Laid Off After 20 Years? Time To Reinvent Yourself

How often do we hear this: It’s a tough economy. We all feel this reality and it seems that employees who are 50-plus have been hit particularly hard. Of course, this doesn’t ignore the thousands of others who are having a tough time but the 50-plus group have some unique problems. While many statistics will […]