Posted on November 28, 2008 by lindaleitz
About the time that clients were receiving their monthly statements on their investment accounts, my business partner and I noticed an influx of calls and e-mails. The general question being asked was “Am I okay?” We work to position our clients in all aspects of their financial lives to make it through difficult financial times. [...]
Filed under: Current Events, General Personal Finance | Tagged: budgeting, economy, spending, stock market | Leave a Comment »
Posted on November 13, 2008 by lindaleitz
People who have a passion manifest it in how they live their lives. This manifestation often comes in the form of deeds rather than words.
An example is Scott Staub. I don’t really know Scott – just sat next to him on a plane. But we chatted during our flight and got to talking about what [...]
Filed under: Teaching Money Smarts to Your Kids | Tagged: charity, EMQ Children & Family Services, kids and money, philanthropy, Scott Staub | Leave a Comment »
