Planning
A Cost-Benefit Analysis of Face-to-Face
Attorney Maia T. Spilman launched her own practice in 2001. At first, she loved working from home. But soon, one file cabinet grew to four, her fax machine rang through the night, and anytime friends came over, there were confidential papers to... ➡
Protecting Your Plan
You’ve consulted with your adviser about your portfolio and estate. Now it’s time to talk about an issue you might not have considered: an integrated insurance plan. “Too many people believe that a financial plan is about saving and investing,”... ➡
“Until it’s liquid, it’s not yours”
Clink! MoreWorth’s casual correspondent, Alison Brower, learns why liquidity matters, Over Drinks with Laurie C. Kamhi, SVP, Merrill Lynch Private Banking and Investments. When I walk into a client’s office, I tell them, “I don’t care if your... ➡
Plot Your Course with a Financial Planner
You talk a good game about hiring a financial planner. But do you know what you should discuss—or how often you should meet—with your adviser? “Women tend to think differently about money than men,” says Susan John, chair of the National... ➡
Should You Hire Your Friends?
Justine Lackey made a mistake by hiring a girlfriend. “Working together was the end of our friendship. No sooner had I paid her than she started to miss deadlines and stop returning emails,” says the founder of Good Cents Bookkeeping. Hiring... ➡
Why AMT is Still on the Table
Want to avoid the Alternative Minimum Tax? We don’t blame you. Alas, we Googled around, interviewed experts, and learned… there ain’t nothin’ you can do about it. The AMT is a “parallel tax” that was created in 1969 to prevent extremely wealthy... ➡
You Need Problems to Succeed
Helen Lo had recently retired and was loving retirement's greatest perk: time to travel. “But air travel quickly became a hassle. Like most women, I was carrying a loaded purse, which aggravated my back and neck issues." And so Lo & Sons was... ➡
We All Need Money to Grow
Let's say you've launched a digital wedding-invite business, and $250,000 in investment capital would accelerate product development and customer acquisition. If you think you’re ready to raise capital, here are three questions to ask yourself:... ➡
