Author Archives: Sheila Jacobs
I finally understand why people don't open financial statements and it has nothing to do with the market.
I finally understand why people don’t open financial statements and it has nothing to do with the market.
I had a long chat with a friend yesterday and since then I’ve been thinking about how much she’s has evolved.
We met shortly after she finished college. She always been good at saving and even then she had [...]
Too Much Stuff
Too Much Stuff
We’ve been blessed with incredibly generous friends and family but I never realized just how generous they were until our son was born.
These wonderful people have given our son far more gifts than we can keep track of and saved us thousands of dollars. We appreciate the generosity and realize that the gifts [...]
Ten Questions to Ask when Interviewing a Financial Advisor
Ten Questions to Ask when Interviewing a Financial Advisor
Before you ever talk to an advisor, there are a few things that you need to do to prepare. We’ll get to the “Ten Questions” very quickly but first, take these four steps:
1. List your top three to five financial goals in order of priority.
2. Assign a [...]
The Business of Marriage
The Business of Marriage
As we approach wedding season, countless starry eyed brides and grooms are planning the event of a lifetime.
The venues, gowns, flowers and favors have all been chosen. The guest lists are being finalized. The limos have been booked and the shopping for the all important honeymoon has begun.
At their very best weddings [...]
Three Year-Olds & Money
Three Year-Olds & Money
Children are amazing. They absorb everything (good or bad) and their excitement about life is contagious. As parents we want to foster and encourage that excitement.
Our two-year old loves trains and dinosaurs and asks for a new one nearly every day.
His “Oh Peese.” and “Thank you Mommy!” are nearly irresistible, especially when [...]
Three Year-Olds & Money
Three Year-Olds & Money
Children are amazing. They absorb everything (good or bad) and their excitement about life is contagious. As parents we want to foster and encourage that excitement.
Our two-year old loves trains and dinosaurs and asks for a new one nearly every day.
His “Oh Peese.” and “Thank you Mommy!” are nearly irresistible, especially when [...]
The First
The First
I’m especially excited to be launching my blog during Black History month.
I am trained as a Financial Advisor and generally when I write, it’s solely on the topic of Personal Finance so the idea of combining that topic with history (always a favorite subject) is exciting and interesting to me.
African-American history can be traced [...]
I finally understand why people don’t open financial statements and it has nothing to do with the market.