5 mins read

6 Things You Should Never Say To Your Financial Advisor

Are you looking to get your financial house in order? Market volatility is real, and it’s projected to get worse before it gets better. Retirement planning, reviewing your investing strategy, and setting up an emergency fund can be a lot easier with a pro. In our Millennial Study, we found that the majority of those we…

7 mins read

How To Teach Kids About Money

It should be easy to teach our kids about money. We have it, they need it. The leverage is clearly on our side -- which is not always the case with parents and kids. But teaching children to respect money with out granting it too much power remains one of the more contentious, emotional, and…

5 mins read

Women, Money, and Why Asking for More Is Always a Good Idea

Boy oh boy. Microsoft's CEO Satya Nadella, a tech veteran but new to the big Microsoft job since February, really goofed last week at an Arizona tech conference for women. Maria Klawe, a software engineer, former Princeton department head, and member of Microsoft’s board of directors, asked him about the problem of women getting paid…

2 mins read

The C Word – Let’s Talk About Coupons

Let’s talk about coupons.

When is the last time you gave serious thought to the subject of these little money-saving pieces of paper? To me, there is something strangely nostalgic about coupons, as the one marketing tactic my mother and her mother may have seen in the weekly circular, clipped with scissors and filed away in their purses. And here I am, two generations later, sorting through the mail and stuffing a couple of …