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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
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 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…
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…