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Financial Planning

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It's Time To Get Personal With Your Banker

Relationship building is crucial when working with your personal banker. Here’s how.

The Holidays Are Prime Time for ID Theft

Our shopping habits put us at greater risk for identity theft during the holidays. We’re doing more shopping online, using our debit cards more frequently, and even applying for new lines of credit to snap up special offers. This all leads to one...

The Real Reason the Holidays Are So Pricey (It’s Not the Gifts)

Every year, thousands of Americans blow their budgets come December — and while they may be tempted to blame that on the dough they fork over for gifts (ahem, office Secret Santa), that explanation is only a small part of the reality. Americans...

The Two Major Reasons Women Can Go From Wealthy to Poor

If you’re a wealthy woman, these two circumstances could end up hindering your financial success if you’re not careful.

What Banks Can Learn From Women

Yesterday, DailyWorth founder Amanda Steinberg and the FCS hosted a panel for financial services executives about how banks lack clarity when it comes to women. And clearly they need our help: 73 percent of surveyed women have said they feel...

The World’s Richest Women — By Region

Who is the richest of them all? Private wealth consultancy Wealth-X has calculated the wealthiest women by region. And No. 1 is American. The oldest on the list is 92 and the youngest is just 33, according to Wealth-X. But these women are still...

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