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Why wives should have separate financial planners
Rolling Out· 1 week agoWhile a joint financial planner can be a great option for some couples, there are compelling reasons why wives, in particular, may benefit from having...
I’m a Financial Planner: Things You Should Work With an Advisor on at Every Age
GOBankingRates via Yahoo Finance· 3 days agoHaving a financial advisor can be incredibly helpful in navigating life's significant events and...
Navigating Uncomfortable Conversations Money
WFLA· 2 weeks agoBLOOM (TAMPA) – Certified Financial Planner Steve Overton joined the global health and wellness show Bloom to share the importance of ...
How one nonprofit is turning to AI to help boost women's financial literacy
CNBC· 6 days agoThe organization, Savvy Ladies, was founded more than 20 years ago by Stacy Francis, a certified ...
Health, caregiving and estate planning: how to talk about tough topics with aging parents
Market Watch· 2 weeks agoThere’s no need to uncover each and every financial detail of their aging parents in one meeting....
7 Surprising Money ‘Rules’ Most People Don’t Know (But Should)
HuffPost Life via Yahoo Finance· 3 days ago“[While] most of my clients have at least one long-term [investment] account, I encourage them to...
5 questions to ask when helping an older parent with money
WJZY via Yahoo Finance· 2 weeks agoGood credit matters throughout life, so any conversation you have with a parent should focus on...
Op-ed: My bank, their bank or our bank
CNBC· 6 days agoOne of the most important conversations newlyweds will need to have is figuring out how and who will pay the bills. The goal is to ensure the bills are...
Uncomfortable Conversations: Being a bridesmaid is expensive. Can or should you say no?
USA TODAY via Yahoo News· 2 days agoOne friend said she was on her 11th bachelorette trip “so...become a new social norm to tell your...
6 lessons I learned from inheriting a parent’s house
Bankrate via AOL· 2 days ago“It’s always tricky when you’ve got multiple siblings,” says Leila Evans, a certified financial planner and regional president of MAI ...