Talking to Younger Children about Money
Financial habits are formed at a young age. Start the "money" conversation with your children. Here's how!
Do You Know the Key to Financial Happiness?
Do you know the key to financial happiness? Hiring an advisor, asset allocation, diversification or having a long term investment strategy? All important. However, the key is…
The Big Purchase - Should You Feel Guilty or Not Guilty?
Welcome to "The Big Purchase - Should You Feel Guilty or Not Guilty?” starring Judge Shari. Today’s episode: “The Case of the Awesome Bike”
A Letter to Leah
Congrats to all recent grads! I'd like to share a letter I wrote to my partner David Rappaport’s daughter Leah, upon her college graduation a few years ago, sharing some life lessons.
Do You Know Your Core Values?
Core Values act as a guide, and provide clarity, as you face major life decisions. Do you know your Core Values?
The Key to Your Financial Closet
A trusted contact or loved one needs to be able to step in and open your financial closet, understand your financial situation, perhaps even manage your health care, and make needed decisions. Here is the key allowing them to do so.