Cultivating Wealth’s Suzanne Highet was featured as a guest contributor for Advisor Perspectives discussing her experience taking the CFP® vs. taking the CFA exam. Way to go, Suzanne! “The two
Quarantine Finance Webinar – What To Do Now
UPDATE – VIDEO POSTED BELOW It seems that every day another client is sharing news of layoffs and company shutdowns. Over the last five weeks, 26.4 million people in the
We Are Growing – Welcome Nannette Kamien!
We are thrilled to announce that Nannette Kamien, CFP® has joined our team! Before joining Cultivating Wealth, Nannette founded Inspiration Financial Planning, a fee-only firm based in Encinitas, CA. She
CBS Sunday Morning – Battle for a Living Wage
I was a part of this recent piece with Erin Moriarty on CBS Sunday Morning, “Battle for a Living Wage.” (You can catch me around the 5:45 mark). The piece
Saving Clients from Financially Needly Loved Ones
When a client planning a move to a Manhattan co-op apartment asked advisor Sara Stanich if she should buy a two-bedroom rather than a one-bedroom — just in case her son needed
Naked With Cash – Mid Year Update
As I mentioned here, I am participating in a series of posts called, “Naked with Cash” at a popular blog called ConsumerismCommentary.com. It’s been really interesting. Participants in the series
Naked with Cash … at ConsumerismCommentary.com
I was recently chosen to participate in a series of posts called, “Naked with Cash” at popular blog ConsumerismCommentary.com. Participants will “reveal” their financial details on a monthly basis. Readers
Financial Blog Contest: I Made the Top 10!
Wow, my blog finished in the “Top 10” in the 2012 Top Echelon Financial Blog contest! The contest focused on client focused blogs, written by bloggers at U.S. Financial firms.
Building Financial Confidence (My Video Debut!)
I was thrilled to recently be a part of “The Karen Walrond Show,” a web TV show with episodes at CafeMom.com. The topic of our discussion was “building financial confidence”.
