Emily Lee, Susan Baker |
Maybe you’ve seen the term “Sustainable and Responsible Investing” (SRI) and thought, “Is this for real?” Is it complicated? Is it only for the super-rich? Can your really have an impact? Will investing in your values impact the performance of your investment strategy?
Estate planning and elder care attorney Christine Brown talks about the importance of understanding the wants and needs of our loved ones and how you can start those tough conversations with your loved ones and, if necessary, begin the financial planning process.
Zenobia Millet |
It seems every day we hear about a cyber hack of some sort. Whether it’s something huge, like the Presidential elections, or something as simple and mundane as your email and social media accounts, it’s a big problem. But did you know a lot of these hacks are easily preventable? In fact, your mouse-clicks could be the main culprit opening the door to cyber hacks.
Zoe Gillis, Imelda Villalobos |
Whether it’s fear of taking on investment risks, running out of money, or simply sitting down to look at your monthly bills, many of us can feel overwhelmed when it comes to money matters. The consequences of not addressing those fears, though, can create bigger problems and unintended financial consequences down the road.
The reverse mortgage industry has transformed dramatically over the past several years. Once perceived as an option of last resort, reverse mortgages are now potentially a key component of a strategic financial and estate planning plan. Janice Cohen has been a licensed Reverse Mortgage Loan Officer for years and has witnessed the transformation of the industry first-hand.
René Nourse, CFP® |
What are smart, savvy women doing to boost their financial future? In this webinar, René Nourse leads a discussion about 5 things you can do now to start boosting your money game.
Laurie Brucker |
LaurieBstyle, voted one of L.A.’s 5 top stylists, is back! Want to look like a million bucks this holiday season, but don’t have a million bucks lying around? We don’t either. In this webinar, Laurie Brucker, a.k.a. LaurieBstyle, has tips on how to look like a million bucks without breaking the bank.
Erika Ghaffari |
If you’re like many people, life insurance is top of mind when it comes to protecting your family and loved ones. But let’s be real—you only die once. Illness or accident, on the other hand, can take you out of the picture for an extended period of time, wreaking havoc on your financial life and your family’s.
Zenobia Millet |
We live in a digital world, and suffice to say we’re never going back to doing things the way we used to—listening to music, talking to friends, holding a business meeting, or watching our favorite shows. The great thing is you can do all of these things on all kinds of devices. But how the heck do you keep them all charged and ready to use?
Kimberly Davidson |
Ending a marriage counts as one of the most stressful and emotionally draining experiences anyone will face in their lifetime. Trying to keep emotions separated from the “business” side of dissolution makes it even more difficult. But it doesn’t have to be this way, because there are different approaches to handling a divorce.
Nancy Harris |
There's never a dull moment in real estate. From property purchase to mortgage financing, what was commonplace last year looks a little different now. Staying informed on the changes and current trends is crucial to any real estate investment strategy.
Martha Schuman, MBA |
The advantages of gender diversity in the business world—and the risks of ignoring it—are well documented. Yet gender inequality stubbornly persists. Can you, as an investor, have any influence? Martha Schuman of Pax World Investments leads an eye-opening discussion.