personal finances – Whole-Hearted-Way to Build Wealth

To Build Wealth You Must Avoid These 3 Mistakes

By Fern Alix LaRocca CFP® EA | December 21, 2011 |

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Nearly half of the investors in a survey said they had never worked up a comprehensive financial plan to build wealth with a professional – according to Opinion Research Corp, of Princeton, New Jersey which conducted the poll for MoneyTrack, a public television series. See if any of these 3 wealth building mistakes apply to…

Women and Money-You Weren’t Born to Shop; How Your Money Personality affects Your Bank Account

By Fern Alix LaRocca CFP® EA | May 21, 2010 |

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Here is an interview with Cathy Curtis CFP of Curtis Financial Planning in Oakland, CA. Cathy is a fellow NAPFA member, and fee-only financial advisor who specializes in helping women with their finances. WomenandMoney051910 80% of American women will find themselves the sole keepers of their personal finances at some point during their lives, however,…