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
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 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
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
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
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
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
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.
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”.