Talking to Your Kids About Your Wealth

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog or cat parents in minutes.  With animal shelters across the U.S. frequently at their max, there are a record number of dogs and cats available for adoption.

The numbers are in and there is a winning ticket! Let's hope whoever has it had a chance to read what Kathy had to say in Forbes' #1 Tip For Mega Millions And Powerball Lottery Winners. 

With the passing of the Bipartisan Budget Act of 2015, some of the benefits that people could take advantage of have been eliminated or limited, effective April 30, 2016. These changes have led some to wonder where that leaves them and their benefits going forward.

This afternoon, the FINRA Investor Education Foundation and GFLEC are releasing the results of the 2015 National Financial Capability Study (NFCS). The NFCS is an ongoing, multi-year project aimed at monitoring and better understanding financial capability in America. 

Advent’s portfolio management & reporting solutions will expand existing integration with Veo® for greater operational efficiency

The mark of the superior thinker is his or her ability to accurately predict the consequences of doing or not doing something. The potential consequences of any task or activity are the key determinants of how important it really is to you and to your company. This way of evaluating the significance of a task is how you determine what your next frog really is.