Jean Chatzky

Two Important Personal Qualities for Navigating Economic Downturns

Jean Chatzky, the financial editor for NBC’s TODAY, once conducted a large study, in partnership with Merrill Lynch and Harris Interactive, to identify what separated people who were successful—in a wide range of financial situations—from those who were not. As you might have guessed, saving and having a financial plan was part of the answer. But so was being optimistic and resilient, Chatzky said in a recent conversation. And, those … [ more ]

2018 Session | Tackle Life’s Curveballs with a Financial Plan…and Sanity!

Are you thinking about a career change, single, married, going through a divorce, having your first or third child, caring for elderly parents, managing medical care for family? It’s during these transitional life events – big and small – that our emotional and financial health can take a beating. Yes, transition can be exhausting, stressful and unpredictable, yet it can also be empowering, filled with opportunity and new beginnings. Featuring … [ more ]

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