Teach Your Kids About Money in 4 Steps

Rachel Gottlieb has worked in wealth management since 2002, but her most poignant money memory wasn’t of the financial crisis or the market meltdown late last year. It was when she was 10 years old. Her mother gave her $10 to buy ice cream with her friends. When she...

Continue Reading

Want to retire rich? Have a small wedding and invest the rest

A friend of mine recently joked that if somebody was planning a $40,000 wedding (about average, by some accounts), “Paul Merriman would say: Have a $1,000 wedding and put the other $39,000 into a Roth IRA that earns 10% for 40 years. You’d never have to add another dime...

Continue Reading