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 US have lost their jobs. For context, this is more …
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 will continue to be based in southern California.
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 a place to crash after graduating college — …
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.