The Levers to Financial Freedom

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What are 3 things that investment advisers would prefer that you didn't know?

Most of the investment advisers I know (including myself) operate in a very transparent manner and don’t hold anything back from their clients.

Top 50 Financial Advisor Blogs And Bloggers

The rankings for this list of the top 50 financial advisor blogs and bloggers are determined using website metrics measured by Moz Analytics, including Page Authority and MozRank, as well as additional traffic metrics measured by Alexa.

Why Betterment, Wealthfront, and Other Online Investment Firms are Wrong about Financial Advisors

The argument made by firms like Wealthfront and FutureAdvisor is simple: young people don’t want to work with a flesh and blood advisor. They believe that advisors are generally poor investors who get paid too much for selling products that aren’t in the best interests of the client.

How to add personality and warmth to your financial writing–Part one

Independent financial advisors find personality is a powerful marketing tool. It’s one thing that’s unique to you. However, it is not always easy to infuse your writing with personality.

Sudden Decision Makers: Death, Divorce and Money

The loss of a spouse or end of a marriage is a uniquely stressful situation that pulls both husbands and wives into a swirl of emotional challenges, but wives may often face a sudden additional challenge: being the sole financial decision maker for the first time.

Adviser's Plan Breaks a Divorce Settlement Stalemate

The retired woman was in her mid-60s and in the middle of a divorce. A former bookkeeper, she was financially savvy.

Top 10 Advisors With The Most Social Media Savvy

Relevance and timeliness are key for getting advisors the most mileage from their blogs and Twitter posts, according to a financial consulting firm.

The 25 Most Socially Influential Advisors

It’s very cool to see this new ranking engine Brightscope’s rolled out to statistically gauge the social influence of America’s financial advisors.

Picking an Adviser? Don’t Be Starry-Eyed

If only finding a good financial adviser were as easy as counting the trophies in his display case.

Advisor Russ Thornton: Women, money, divorce and getting your financial act together

My friend Russ Thornton, the founder of Wealthcare for Women, a financial advisory focused on divorced women. He's seen it all!

Some Excellent Online Financial Resources

I use social media and the web to interact with financial advisors, financial bloggers and writers and to keep up with the latest financial news. Here are some excellent online financial resources, including some blogs and websites that I follow.

How to Manage Your Money After Losing a Spouse

In one of my recent weekly email newsletters I discussed what a widow should do with life insurance proceeds after her husband passes away.

Beware Of The Annuity Illustration Optical Illusion

Recently, I had a long talk with about annuities with my Director of Financial Planning at Alliance Wealth Management, Andrew Rogers.

Q & A with Financial Advisor Russ Thornton -EP9

Listen in as we hold a Q&A with Financial Advisor, Russ Thornton of Wealthcare for Women who helps women shrewdly and powerfully manage their money with confidence.

Why Women Need Better Financial Advice with Russ Thornt

Women often have different financial needs than men, and even more when there has been a change in their marital situation.

20 Things To Do in a Falling Stock Market

With the S&P 500 down nearly 20% on the year and the NASDAQ doing worse, even the most stoic investors are wondering when stocks will hit bottom. You don’t have any control over when the market will turn around, but you can control what you do while you wait.

9 Ways To Make 2018 Your Best Financial Year Yet

Each new year offers a new opportunity to shed bad money habits and create awesome new ones. We asked eight financial planners to give us their best advice for making 2018 the year we actually stick to them.

6 strategies to get a divorce without going broke

To limit how much of a financial strain a divorce puts on your family, experts recommend you keep these key tips in mind.

New divorce tax rules could leave you with a big financial disadvantage

Many couples and financial professionals are scrambling to get written agreements regarding alimony payments done before new tax rules set in.

What’s Up Next Podcast: Episode 22

Paul Thompson and I are proud to release episode 22 of The What’s Up Next Podcast. This podcast is an exploration of financial independence and taking the conversation to the next level.

How to Save for a Growing Family When You Have Student Loans

When my husband Jordan and I were married, I had six figures in student loan debt. While kids weren’t in our plan for the near future, we knew they would be eventually. As I struggled with my monthly loan payment, I wasn’t sure how a baby would fit into our financial picture.

For women, relying on your husband as role model for money could be trouble

Who is your financial role model? If you’re married and said your spouse, you may want to rethink your answer.

Smart Financial Moves for Surviving Spouses

Here’s how one couple prepared for the worst and how one spouse coped with being a survivor.

Wealthcare for Women Offers Personalized Consultations to Teach Women How to Take Control of Their Financial Futures

Financially independent women often need comprehensive retirement planning services that meet their unique needs. Russ Thornton has helped clients address their earnings and financial futures for more than a decade through his Atlanta-based platform Wealthcare for Women.

Rebuilding Your Finances After Divorce

As a financial planner and advisor, I routinely meet with clients and prospects in varying degrees of financial uncertainty or even distress.

How Financial Advisors Can Harness Technology

On one hand, it allows advisors to improve their efficiency and scale their businesses, so they can serve more clients in less time.

With longer life spans, women shouldn’t wait to do financial planning

Chiquita Dent, right, and her son Chase Dent, 16, watch the opening ceremony of a Jack and Jill of America, Inc. conference during at the Renaissance Atlanta Waverly Hotel in Atlanta Wednesday, June 23, 2021.

FABULOUS AFTER FIFTY! EPISODE 25 – RUSS THORNTON- WEALTHCARE

Today a topic dear to my heart as one that I personally seem dead set on ignoring, the elephant in the room of my life and that is the topic of WEALTHCARE and having a ‘retirement’ pot ready, or for those like me who are not employed at least some wealth aside for when or should we not be able to work.

50 Solo Practices to Watch

These fifty advisors work alone but have have achieved scale without compromising their level of service or pace of growth.

Will You Really Spend Less In Retirement?

The Bureau of Labor and Statistics’ most recent data shows that someone between 58 and 76 is expected to spend around $59,131 annually.

Women, Millennials, and Financial Planning

Baby boomers (age 57-75) have long been considered foundational clients for financial advisors. With retirement taking place in droves (in part due to the pandemic) and a considerable amount of wealth being transferred to heirs, advisors should focus on next generation HNW client segments – women and millennials (age 25-36).

Women & Wealth: Smart Retirement Planning for a Confident Future with Russ Thornton

Joe Curry sits down with Russ Thornton, financial planner and founder of Wealthcare for Women, to talk about the unique financial needs of women in retirement.

The Benefits of Substack as a Publishing Platform for Advisors

Like clockwork, every Wednesday morning, Russ Thornton, an Atlanta-based advisor who specializes in helping women with retirement planning, publishes a financial newsletter called “Wealthcare for Women” on Substack.

How Advisors Use Caribou: A Conversation with Russ Thornton, Wealthcare for Women

Ever wonder how other financial planning firms use Caribou’s healthcare planning software? Or maybe you want to hear from an advisor, rather than the Caribou team, what the benefits of offering healthcare planning are. We’ve got just the thing for you!

Live Case Study Featuring Russ Thornton

Figure Out What to Do With Your Life Insurance Payout

If you’ve recently been widowed, you have had to deal with an enormous amount of challenges: the emotions, the conversations, the decisions.

Why More Divorced Women Should Consider Renting

It’s not surprising that you hold a strong opinion — and strong feelings — about your home.