The third installment in the Jake series is due for a spring. Look for Jake’s latest adventure this spring; just in time for Financial Literacy month (April 2012).
Philadelphia Inquirer: Urban Promise appoints new treasurer – 01/18/10
Sheila Jacobs, a certified financial planner and CEO of Life & Money Consulting in Bucks County, was appointed treasurer of Urban Promise, a Camden nonprofit organization. She is also chairwoman of the Board’s finance committee.
CBS 3, Talk Philly: Financial planning for the new year, featuring Sheila Jacobs – 01/14/10
Cathy Orr invites special guest, Sheila Jacobs, to talk about financial planning for the new year. She touches on aligning your goals and values, tracking your spending, knowing your starting point and finding your support system.
“Look at what you own, and what you owe, and make a fresh start” says Ms. Jacobs.
Consumer report with Nydia Han features, certified financial planner, Sheila Jacobs, giving advice to those who want to manage their finances online with free websites.
“I think it’s worth it if you use [these tools] to empower yourself to make financial changes,” remarks Ms. Jacobs.
Some of the free sites include SmartyPig, Zendough, Just Thrive, and Mint.com – which she remarks “is user friendly, and really fast to set up.” These sites give consumers a snapshot of their spending without looking at multiple billing statements.
“When we get our statements from various places – it’s all sort of ‘piecy.’ It’s wonderful that you can look here and have a pie chart.”
You can watch the full ABC video clip by clicking below.
69 News features Sheila on Starting 2010 on the Right “Financial Foot” – 01/04/10
Now that the holidays are over, it’s time to cool off those credit cards for a while and start fresh. Certified financial expert, Sheila Jacobs stopped by 69 News to give her expert advice on managing your finances for 2010. She offers tips from her book Life and Money, which includes writing down your goals, tracking your spending, etc. in order to align your values and create change.
Bucks County Herald – Lahaska business owner named treasurer of Camden nonprofit – 12/17/09
Sheila Jacobs, certified financial planner, a personal finance expert and CEO of Life & Money Consulting of Lahaska, has been appointed treasurer of Urban Promise in Camden, N.J.
As the treasurer of the nonprofit organization, which helps to equip Camden’s children and young adults with the skills they need to succeed, Jacobs chairs the board’s finance committee.
As an investor, Jacobs became intrigued with the financial services industry and began a career in the field in 1995. She settled on a mid-sized firm.
She became a branch compliance associate and eventually began an independent practice.
Jacobs is former vice president of Philadelphia’s National Association of Women Business Owners, serves on the boards of Educational Solutions, Urban Promise Ministries and Women’s Business Forum of Bucks County.
She is the founder and chairperson of the Women’s Business Forum Mentoring Program.
Sunday Star Ledger – Conference to feature cutting-edge workshop – 10/25/09
If you’re seeking a remedy to financial problems in the current economy, plan on attending some of the breakout sessions at the Road to Personal Wealth Financial Conference to obtain invaluable tips about making the most of your money.
Steve Adubato, award-winning author and columnist, will speak about how to “Improve Your Communication: Build Personal Wealth,” and Sheila Jacobs, a certified financial planner, chief executive officer of Life & Money Consulting (formerly known as Commonwealth Academy of Personal Finance) and author of “Life & Money: A Reference for Financial Success,” will address “Household Budget Strategies.”
Sunday Star Ledger – Sheila Jacobs speaks on household budget strategies – 10/25/09
You just had a baby–what should you do now to provide her with solid educational savings? In light of the current economy, what’s the best way to approach the stock market? And how does Wally Amos, of Famous Amos Chocolate Chip Cookies renown, integrate social and business goals?
Answers to these questions and more–including Suze Orman’s approach to retirement that empowers participants to take control of their futures–will be explored at the eigth-annual Star-Ledger/TD Bank Road to Personal Wealth Financial Conference. Featuring nationally recognized experts on financial, franchise, career, identity theft, communications and entrepreneurial matters, the event will be held Saturday, Oct. 31, from 8 a.m. to 2:30 p.m. at the College Avenue, New Brunswick campus at Rutgers, the State University of New Jersey.
Sheila Jacobs, a certified financial planner, will discuss “Household Budget Strategies.” Jacobs is the chief executive officer of Life & Money Consulting, formerly known as Commonwealth Academy of Personal Finance.
Sunday Star Ledger – Rutgers Financial Conference Speakers – 10/25/09
The following speakers will present workshop session on Saturday, Oct 31, at Rutgers, The State University of New Jersey.
Sheila Jacobs, a certified planner, is the chief executive officer of Life & Money Consulting, formerly known as Commonwealth Academy of Personal Finance. A former financial adviser, she has more than 14 years experience with some of the nation’s largest securities firms. Her workbook “Life & Money” is a compilation of stories designed to provide inspiration, while reinforcing core personal management principals.
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Life and Money Consulting is a minority woman business enterprise.
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Jake’s Big Bang
The third installment in the Jake series is due for a spring. Look for Jake’s latest adventure this spring; just in time for Financial Literacy month (April 2012).
Philadelphia Inquirer: Urban Promise appoints new treasurer – 01/18/10
Sheila Jacobs, a certified financial planner and CEO of Life & Money Consulting in Bucks County, was appointed treasurer of Urban Promise, a Camden nonprofit organization. She is also chairwoman of the Board’s finance committee.
Click here to view the Philadelphia Inquirer news clip (PDF).
CBS 3, Talk Philly: Financial planning for the new year, featuring Sheila Jacobs – 01/14/10
Cathy Orr invites special guest, Sheila Jacobs, to talk about financial planning for the new year. She touches on aligning your goals and values, tracking your spending, knowing your starting point and finding your support system.
“Look at what you own, and what you owe, and make a fresh start” says Ms. Jacobs.
To check out the entire clip (below), or click on this link.
ABC 6 News: Strengthening your finances, featuring Sheila Jacobs – 01/06/10
Consumer report with Nydia Han features, certified financial planner, Sheila Jacobs, giving advice to those who want to manage their finances online with free websites.
“I think it’s worth it if you use [these tools] to empower yourself to make financial changes,” remarks Ms. Jacobs.
Some of the free sites include SmartyPig, Zendough, Just Thrive, and Mint.com – which she remarks “is user friendly, and really fast to set up.” These sites give consumers a snapshot of their spending without looking at multiple billing statements.
“When we get our statements from various places – it’s all sort of ‘piecy.’ It’s wonderful that you can look here and have a pie chart.”
You can watch the full ABC video clip by clicking below.
69 News features Sheila on Starting 2010 on the Right “Financial Foot” – 01/04/10
Now that the holidays are over, it’s time to cool off those credit cards for a while and start fresh. Certified financial expert, Sheila Jacobs stopped by 69 News to give her expert advice on managing your finances for 2010. She offers tips from her book Life and Money, which includes writing down your goals, tracking your spending, etc. in order to align your values and create change.
Click here to watch Part 1 of the video on 69 News.
Click here to watch Part 2 of the video on 69 News.
Bucks County Herald – Lahaska business owner named treasurer of Camden nonprofit – 12/17/09
Sheila Jacobs, certified financial planner, a personal finance expert and CEO of Life & Money Consulting of Lahaska, has been appointed treasurer of Urban Promise in Camden, N.J.
As the treasurer of the nonprofit organization, which helps to equip Camden’s children and young adults with the skills they need to succeed, Jacobs chairs the board’s finance committee.
As an investor, Jacobs became intrigued with the financial services industry and began a career in the field in 1995. She settled on a mid-sized firm.
She became a branch compliance associate and eventually began an independent practice.
Jacobs is former vice president of Philadelphia’s National Association of Women Business Owners, serves on the boards of Educational Solutions, Urban Promise Ministries and Women’s Business Forum of Bucks County.
She is the founder and chairperson of the Women’s Business Forum Mentoring Program.
Download this Article
Sunday Star Ledger – Conference to feature cutting-edge workshop – 10/25/09
If you’re seeking a remedy to financial problems in the current economy, plan on attending some of the breakout sessions at the Road to Personal Wealth Financial Conference to obtain invaluable tips about making the most of your money.
Steve Adubato, award-winning author and columnist, will speak about how to “Improve Your Communication: Build Personal Wealth,” and Sheila Jacobs, a certified financial planner, chief executive officer of Life & Money Consulting (formerly known as Commonwealth Academy of Personal Finance) and author of “Life & Money: A Reference for Financial Success,” will address “Household Budget Strategies.”
Download this Article
Sunday Star Ledger – Sheila Jacobs speaks on household budget strategies – 10/25/09
You just had a baby–what should you do now to provide her with solid educational savings? In light of the current economy, what’s the best way to approach the stock market? And how does Wally Amos, of Famous Amos Chocolate Chip Cookies renown, integrate social and business goals?
Answers to these questions and more–including Suze Orman’s approach to retirement that empowers participants to take control of their futures–will be explored at the eigth-annual Star-Ledger/TD Bank Road to Personal Wealth Financial Conference. Featuring nationally recognized experts on financial, franchise, career, identity theft, communications and entrepreneurial matters, the event will be held Saturday, Oct. 31, from 8 a.m. to 2:30 p.m. at the College Avenue, New Brunswick campus at Rutgers, the State University of New Jersey.
Sheila Jacobs, a certified financial planner, will discuss “Household Budget Strategies.” Jacobs is the chief executive officer of Life & Money Consulting, formerly known as Commonwealth Academy of Personal Finance.
Download this Article
Sunday Star Ledger – Rutgers Financial Conference Speakers – 10/25/09
The following speakers will present workshop session on Saturday, Oct 31, at Rutgers, The State University of New Jersey.
Sheila Jacobs, a certified planner, is the chief executive officer of Life & Money Consulting, formerly known as Commonwealth Academy of Personal Finance. A former financial adviser, she has more than 14 years experience with some of the nation’s largest securities firms. Her workbook “Life & Money” is a compilation of stories designed to provide inspiration, while reinforcing core personal management principals.
Download this Article