14 Items in this Category

RECENT IN Advisors

Nathan Talks Money Trends and Consulting with Ross Levin Read Article

Nathan recently sat down with Ross Levin, Founding Principal and President of Accredited Investors Inc. for an interview.

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Launching the Boomerang Generation Read Article

There’s no question about it, everyone has suffered through the recession. But, according to a recent study released by the Pew Research Center, young adults are arguably being hit the hardest by today’s economy. Only 54% of 18 to 24 year-olds are employed, the lowest since the government began collecting this data in 1948.

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Parents, Adults, Advisors
  • Can Money Buy Happiness?
    There’s no question about it. Money is a necessary ingredient for happiness. We need it to meet our basic needs on a daily basis.
  • Money 911
    Establishing and maintaining an emergency fund is one of the most important things you can do for yourself—both financially and emotionally.
  • Transaction vs. Interaction
    Nathan did a brief interview with the Community Foundation of Greater Birmingham when he was in town speaking at two events sponsored by the foundation.
  • Guess who’s cashing student loan checks?
    Last month Walmart announced that it is extending its reach into the alternative check-cashing industry. The retail giant’s expansion of services means that you can now cash checks for rebates, pensions, retirement accounts, and student loans at any one of its stores.
  • Healthy Money Habits for the Next Generation
    In my experience of working with high-net-worth families, there is a significant imbalance in the amount of time and energy they devote to the transaction of wealth versus the interaction of wealth.
  • Lessons to be Learned from the Debt Ceiling Crisis
    With American households spending about 106% of what they are earning we need to be honest about our financial situation and plan ahead for the unexpected.
  • Getting the Most Out of Money Sanity Solutions: Tips for Financial Advisors
    Let’s face it, every family knows they should have conversations about money. The problem is that most people don’t know how. Where do they start? What do they want to accomplish? How do they broach difficult subjects? That’s where Financial Advisors have a unique opportunity to step in and help families proactively address
  • Money Sanity Solutions Contest Winners!
    We have a winner! No, actually we have three winners. We had a terrific response to our Money Sanity Solutions: Linking Money + Meaning giveaway contest and had a very difficult time selecting a winner. So we chose three!
  • Why Can't Americans Save?
    Why Can’t Americans Save? This week the New York Times "Room for Debate" section took on that very topic. The article featured several different perspectives on a recent Harris poll that examined American’s savings habits.
  • Money as Interaction

    At a recent workshop for prominent financial advisors in the Bay Area, we had a terrific discussion about the need/opportunity to rethink their current service models for multigenerational families – especially in light of the current economic environment. 

  • Needs vs. Wants
    Wherever I travel for work people these days, I’m hearing two common themes from people. One, they want guidance on how to shift their money behavior to match the current reality. Two, they are sharing that it’s much more difficult to change their money habits than they thought.
  • Battling Birthday Extravagance
    If you’ve attended a child’s birthday party recently, my hunch is you’ve already figured out that birthday celebrations ‘ain’t what they used to be