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Year: 2015

It Takes Two: A Look at Conjoint Financial Therapy

August 28, 2015 – August 28, 2015 Map and Directions | Register Description: Blending financial planning with therapy to help clients attain financial wellness is a ‘bleeding edge’ concept. A growing number of therapists and financial planners...

Help Financially Empower Young Women in India

Last year I spoke to 130 financial planners in India. It was an experience I won’t soon forget. While there were many surprising similarities to planning for consumers in India and the US, I found one  striking and sobering dissimilarity: the...

Do Research to Find Best Health Insurance Options

Watch this video on YouTube Once upon a time, a health insurance plan offered by an employer was almost always the best option for couples and families. Group plans were able to offer affordable, broad coverage with low deductibles, and many employers paid a...
Marriage finance 101: DIY prenup basics

Marriage finance 101: DIY prenup basics

Marriage finance 101: DIY prenup basics Rick Kahler | AdviceIQ Published 7:00 AM ET | August 22, 2015 Read the whole story Here’s a quick quiz on money and marriage. Which of the following engaged couples needs a prenuptial agreement about finances?...

Getting Out of Poverty Takes More Than Financial Literacy

Watch this video on YouTube Helping people work their way out of poverty isn’t just about money. It requires addressing the beliefs and culture around money that may be keeping people stuck both financially and emotionally. Like many of my financial planning...