Clik here to view.
I'm a financial planner, and there are 3 ways my advice to clients has...
As COVID-19 spread through the northeast, my financial planning clients called with many questions about how to spend, save, and manage their money.Many wanted to know if they should pull their money...
View ArticleClik here to view.
I've been self-employed for 20 years, but it wasn't until I got some...
Summary List Placement For years, I took cash out of my business randomly, with no plan. I spent freely during prosperous months and lived on beans and rice during slow months.When I enrolled in a...
View ArticleClik here to view.
7 steps to successfully merge finances with your significant other
Summary List PlacementI like to tell the story that on my first date with my now-husband, I decided I was really into him based on two topics in our meandering conversation: old limos with blue velvet...
View ArticleClik here to view.
The hack I use for making simple money decisions that helps me stay consistent
Summary List PlacementWelcome to Personal Finance Insider, a bimonthly newsletter that connects you with the stories, strategies, and tips you need to be better with money.Here's what: My hack for...
View ArticleClik here to view.
6 ways the pandemic has changed how people manage and spend their money
Summary List PlacementUnprecedented events have affected how we save, spend, invest, and prioritize our finances. Here's how our money habits are changing.What a year 2020 has been so far. To recap:We...
View ArticleClik here to view.
Having wealth and being rich aren't the same
Summary List PlacementWelcome to Personal Finance Insider, a bimonthly newsletter that connects you with the stories, strategies, and tips you need to be better with money.Here's what: a playbook for...
View ArticleClik here to view.
5 financial planners share the money advice they think everyone should hear...
Summary List PlacementI try to review my finances at the end of every year, but it's never easy. So this year, I decided to ask financial planners for end-of-year money management advice.They...
View ArticleClik here to view.
3 tips from a financial planner to get smarter with your money every time you...
Summary List PlacementA pay raise is exciting, but it's important not to overlook how that money can help you build wealth in the long term.Here are three ways to handle finances better as you get...
View ArticleClik here to view.
3 simple strategies I've used to save thousands, even when I was earning peanuts
Summary List PlacementWhen my mom finished her nursing program at a local community college, she went from working full-time at a nail salon to becoming a nurse. Besides it being a major career shift...
View ArticleClik here to view.
How low-earning recent grads to high-earning established professionals can...
Summary List PlacementOne of my favorite things as a money manager and financial advisor is helping my peers with their finances. Between the pandemic and a seemingly ever-increasing cost of living,...
View ArticleClik here to view.
From spreadsheets to side hustles, 4 entrepreneurs under 40 explain how they...
Summary List PlacementShereen Campbell used spreadsheets to split her personal and business expenses.Shereen Campbell had $3,400 from a tax refund to use when she started her online business, My Little...
View ArticleClik here to view.
29-year markets vet Ted Seides has interviewed hundreds of investment chiefs....
Summary List PlacementTed Seides, in multiple ways, has been surrounded by the biggest names in the investing space for a long time now. It all started out in 1992 when he began his career at the Yale...
View ArticleClik here to view.
No matter how much my mom earned we never seemed to have enough, so at a...
Summary List PlacementThis essay is part of"The Value of a Dollar," a collection of stories about money from writers who grew up low-income.The year was 1990. I was a young girl. My mom had just...
View ArticleClik here to view.
Growing up without money means I never learned to manage it, but blowing my...
Summary List PlacementGrowing up in a seven-person household, sharing almost everything from one bathroom to bedrooms was normal. My parents made sure they provided food and clothes, but by the time I...
View ArticleClik here to view.
I've been running my bridesmaid-for-hire business for over 6 years, and I...
Summary List PlacementThe moment you become an entrepreneur and start running a business is also the moment you suddenly realize all the things you're not very good at. For most of us, we have a list...
View ArticleClik here to view.
Watching my mom cry over some lost change taught me to protect every dollar I...
Summary List PlacementWhen I was about 10, my family collected cans so we could recycle them for cash. We lived on a block of subsidized housing in a city in Southern California's San Fernando Valley,...
View ArticleClik here to view.
I've worked in the financial industry for years, and there are 5 things I'd...
Summary List PlacementI've worked in the financial industry for the last eight years. Working alongside certified financial planners and helping manage their client relationships has taught me a...
View ArticleClik here to view.
5 money tips I wish I knew when I started my own business that would have...
Summary List PlacementImmediately after getting laid off from my full-time job in 2015, I became self-employed. The entire process happened very fast. I went from earning a steady paycheck and getting...
View ArticleClik here to view.
Fleeing Bulgaria as a child and living on little in the US taught me 2...
Summary List PlacementWhen I was a kid, my father gave me a weekly $7 allowance so I could practice spending and saving money.It was the summer after fourth grade, and as soon as I had cash in hand, I...
View ArticleClik here to view.
The 2 spreadsheets I used to grow my side business from $900 a month to over...
Summary List PlacementWhen the pandemic started a little over a year ago, it decimated my new business teaching in-person yoga and Reiki workout classes in New York City. From a sold-out event one...
View Article