Jean Chatzky

Two Important Personal Qualities for Navigating Economic Downturns

Jean Chatzky

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 are the skills we need now—and can cultivate now, she said. Read 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 two of the nation’s leading financial experts, this intimate conversation will explore how to set financial priorities, determine goals, and build a financial plan that helps you maneuver life’s transitions and take control of your money so that it works as hard as you do. Attendees will walk away with a mix of tactical tips and inspiration to tackle curveballs and change and build the future you envision with a financial plan to make it a reality. Read More

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