Category: Financial Fitness

Women and Wealth: Establishing a Game Plan That Aligns With What You Value Most

Listen to a complete audio recording of this 2015 breakout session below.

You’re in charge of many things, including your financial future. Your financial success is woven into a larger story: a unique web of circumstances, responsibilities and goals. In the “Women and Wealth” expert exchange, we’ll discuss managing for what you value most. This dialogue will provide you with some actionable insights on why financial planning is so critical for women. Attendees are invited to stay for a brief wine and cheese reception at the end of the thought-provoking session. Read More

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A Modern Girl’s Guide to Personal Finance: The Five Investment Decisions That Can Make (or Break!) Your Portfolio

Listen to a complete audio recording of this 2015 breakout session below.

Do you ever wish someone would just make the world of investing simple and understandable? Financial expert Manisha Thakor will do just that. Together you will explore:
• How and why driving in the “right lane” of Wall Street can be such a powerful investment strategy;
• A simple rule of thumb for how to allocate your hard-earned savings among stocks, bonds and cash;
• Why diversification is so important and what it really means to “not put all your eggs in one investment basket”;
• The (often ugly) truth about fees — both for financial advice and investment products — and how to protect yourself from their corrosive effect; and
• The one question 99 percent of financial advisers are hoping you will never, ever ask. Read More

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5 Big Money Decisions Made Easy

Manisha ThakorEven people who like math can struggle with major financial decisions. “The problem is that many of us don’t have a simple mental framework for how to allocate our income, and absent it, we can’t tell if we’re going off the reservation,” says Manisha Thakor, director of wealth strategies for women at The BAM Alliance and co-author of On My Own Two Feet: A Modern Girl’s Guide to Personal Finance. She recommends putting 50% of your paycheck toward needs, 30% toward wants and 20% toward savings—a plan first suggested over 20 years ago by now-Senator Elizabeth Warren. Here, Thakor’s just-as-easy-to-comprehend take on five big money questions. Read More

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