Kathleen Burns Kingsbury
  • South Easton, MA
  • United States
  • KBK Wealth Connection
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Kathleen Burns Kingsbury posted a blog post

The Economic Power of Women and You

Globally, women are more economically powerful than ever before. Currently, women control the majority of personal wealth in the United States, own businesses that contribute $3 trillion annually to the economy, and are due to inherit 70% of the $41 trillion in intergenerational wealth transfers in the next 40 years. Despite this financial influence, many women still struggle to express their personal power in the work place. This ambivalence hurts your female clients and you. Unless each of us…See More
Tuesday
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Kathleen Burns Kingsbury posted a blog post

Who Decided April was Financial Literacy Month Anyway?

At KBK Wealth Connection, we celebrate Financial Literacy Month every April. This year it struck me that, while I really liked the concept, I did not know the history of the month and how it came to be designated as a month to teach and/or learn more about money and finance. So I asked my trusty assistant to dig up some facts, and here is what she found: 2000: The Jump$tart…See More
Apr 26
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Kathy Goughenour commented on Kathleen Burns Kingsbury's blog post The Secret to Successfully Advising Couples
"As one-half of a couple, I wish my financial advisor would take Kathleen's advice to include me in conversations. Thanks for helping advisors to become more couple friendly!"
Apr 3
Kathy Goughenour liked Kathleen Burns Kingsbury's blog post The Secret to Successfully Advising Couples
Apr 3
Kathleen Burns Kingsbury posted a blog post

The Secret to Successfully Advising Couples

The following is based on the work in my upcoming book, How To Give Financial Advice to Couples: Balancing High-Net-Worth Clients’ Needs, due out September 2013. I look forward to hearing your thoughts and comments. Enjoy! KBK Over the last decade, there has been a shift in gender roles in families making it no longer a given that the man is the one making and managing the money. In 1970, women in the United States contributed 2 to 6 % of the family income. Now the average American wife…See More
Mar 25
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Tim Whiting and Kathleen Burns Kingsbury are now friends
Feb 27
Kathleen Burns Kingsbury posted a blog post

Give Your Clients Red Carpet Service

Sunday is the 85th Oscar Academy Awards, and I am excited to see if Argo wins best picture. Ben being a Beantown guy, I just have to root for him. It is always a guilty pleasure to pour a glass of wine and watch celebrities walk down the red carpet on Oscar night.   Everyone likes to be treated like a celebrity so why not treat your clients to the red carpet treatment every time they interact with you and your firm? As a client-centric advisor, it makes perfect sense and is sure to have a big…See More
Feb 24
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Kathleen Burns Kingsbury posted a blog post

Identify Your Biases When Advising Couples

The following is an excerpt from Kathleen Burns Kingsbury's upcoming book, "How to Give Financial Advice to Couples: Balancing Her Needs with His," which will be published by McGraw-Hill in September 2013. Watch for this book to learn more about couples dynamics and advising.As an advisor, you grew up in the same society as your clients; therefore, you have been influenced by many of the same couple and money myths as they have. You are also a product of your upbringing and the couple money…See More
Jan 23
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Kathleen Burns Kingsbury posted a blog post

Christmas Movies and Their Money Messages

While decorating the Christmas tree this year, we watched some of the old classic holiday movies. These movies entertain us and warm our hearts, but they also communicate money lessons to be learned in this often too materialistic season. Here are three classic movies and the money message embedded in each:   A Christmas Carol (1938)  There are many remakes of this classic movie, but the original 1938 black and white version remains my favorite. I enjoy watching a tight-fisted Scrooge transform…See More
Dec 19, 2012
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Kathleen Burns Kingsbury posted a blog post

The Challenges and Rewards of Providing Financial Advice to Women

Listen to a recent discussion on the Boomers and Beyond Special Interest Group call about the challenges and rewards of giving financial advice to women.  If you are interested in joining this group, please contact Dorian Mintzer, Ph.D., the co-author of the Couples Retirement…See More
Nov 13, 2012
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Kathleen Burns Kingsbury posted a status
"Congrats on this site reaching 1000 members!"
Nov 13, 2012
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Kathleen Burns Kingsbury posted a blog post

The Economic Power of Women in The Marketplace

Last week I was interviewed by Wendy Hanson, the host of the radio show Business Innovators. We discusssed how the information in my latest book, How to Give Financial Advice to Women, can be applied to many different industries. Take a few minutes and listen in, and then let me know what you think in the comment section below. Also…See More
Oct 5, 2012
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Kathleen Burns Kingsbury's blog post was featured

How to Empower the Non-Dominant Spouse in Financial Meetings

Do you find that you want to hear more from some of your female clients, but find that her partner monopolizes the conversation? This is often a challenge faced by advisors working with older couples, or those couples who believe it is the man’s job to manage the money. While you want to be respectful of what works for each couple, there are strategies you can employ to try to balance the conversation in the meeting.   Strategy #1: The Polite Interruption:If one person is dominating the…See More
Sep 10, 2012
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Kathleen Burns Kingsbury posted a blog post

Go Buffs! How a College Tour Spurred a Good Money Talk

Recently, I had the opportunity to take my 17-year-old nephew to see the University of Colorado Boulder. Not only was it a great chance to spend some quality time with him, it really helped me understand how financial literacy and planning is so integral to the admissions process. One of my favorite moments was when the admissions counselor put up a slide with the cost of out-of-state tuition. My nephew's eyes got as big as saucers. Before…See More
Sep 7, 2012
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Kathleen Burns Kingsbury posted a blog post

How to Empower the Non-Dominant Spouse in Financial Meetings

Do you find that you want to hear more from some of your female clients, but find that her partner monopolizes the conversation? This is often a challenge faced by advisors working with older couples, or those couples who believe it is the man’s job to manage the money. While you want to be respectful of what works for each couple, there are strategies you can employ to try to balance the conversation in the meeting.   Strategy #1: The Polite Interruption:If one person is dominating the…See More
Aug 16, 2012
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Kathleen Burns Kingsbury posted a blog post

There's No Such Thing Called "Free" Money

Last week my husband and I hired a painter to put a fresh coat of paint on our hundred-year-old home. True to form, my husband negotiated a good deal and got the contractor down $600. When he told me he saved this amount of money, he immediately started to brainstorm about how we could spend this “free money.” In my mind, our expenses went down $600. In his mind, we won the lottery and had $600 to spend. We laughed as we talked about our different perspectives and how mental accounting and…See More
Jul 31, 2012
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Kathleen Burns Kingsbury's Blog

The Economic Power of Women and You

Posted on May 21, 2013 at 7:00am 0 Comments

Globally, women are more economically powerful than ever before. Currently, women control the majority of personal wealth in the United States, own businesses that contribute $3 trillion annually to the economy, and are due to inherit 70% of the $41 trillion in intergenerational wealth transfers in the next 40 years. Despite this financial influence, many women still struggle to express their personal power in the work place. This ambivalence hurts your…

Continue

Who Decided April was Financial Literacy Month Anyway?

Posted on April 26, 2013 at 4:00pm 0 Comments

At KBK Wealth Connection, we celebrate Financial Literacy Month every April. This year it struck me that, while I really liked the concept, I did not know the history of the month and how it came to be designated as a month to teach and/or learn more about money and finance. So I asked my trusty assistant to dig up some facts, and here is what she…

Continue

The Secret to Successfully Advising Couples

Posted on March 25, 2013 at 1:00pm 1 Comment

The following is based on the work in my upcoming book, How To Give Financial Advice to Couples: Balancing High-Net-Worth Clients’ Needs, due out September 2013. I look forward to hearing your thoughts and comments. Enjoy! KBK



Over the last decade, there has been a shift in gender roles in families making it no longer a given that the man is the one…

Continue

Give Your Clients Red Carpet Service

Posted on February 24, 2013 at 9:55am 0 Comments

Sunday is the 85th Oscar Academy Awards, and I am excited to see if Argo wins best picture. Ben being a Beantown guy, I just have to root for him. It is always a guilty pleasure to pour a glass of wine and watch celebrities walk down the red carpet on Oscar night.

 

Everyone likes to be treated like a celebrity so why not treat your clients to the red carpet treatment every time they interact with you and your firm? As a client-centric advisor, it makes perfect sense and…

Continue

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