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Ten Questions to Ask when Interviewing a Financial Advisor

By Sheila Jacobs | March 29th, 2009
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 [...]
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The Business of Marriage

By Sheila Jacobs | February 26th, 2009
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 [...]
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Three Year-Olds & Money

By Sheila Jacobs | February 20th, 2009
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 [...]
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Three Year-Olds & Money

By Sheila Jacobs | February 20th, 2009
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 [...]
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The First

By Sheila Jacobs | February 19th, 2009
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 [...]
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