Liz Skinner of Investment News Quotes Tia Lee in an Article about Keeping Clients Within Spending Limits

Thursday, May 11, 2017

Investment News

Liz Skinner of Investment News quotes Tia Lee, director of wealth planning at Spectrum Management Group in an article about keeping clients within spending limits. She has compulsive spenders budget their lives, not their money.

Click here to read the article.

From Our Blog

By | Friday, May 26, 2017 8:30 am

Eight Finance Books That Everyone Should Read

There are a lot of books written for entrepreneurs, as well as business and finance professionals. Some are dense texts, others are easy to read, filled with emotion but light on specifics on how to turn ideas into actual successes. Here are 8 books that members of the Forbes Finance Council recommend that everyone, not just the experts, should read.

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By | Wednesday, May 24, 2017 8:30 am

An Investment Principle Warren Buffet Uses Can Improve Almost Any Area Of Your Life If You Know How To Apply It

This term, margin of safety, is an engineering concept used to descripe the ability of a system to withstand loads that are greater than expected. Maintaining a proper margin of safety is crucial not only in construction and engineering, but also in many areas of daily life.

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By | Monday, May 22, 2017 8:30 am

Your Money: Older Couples Ponder Financial Impact of Divorce


The older you are and the longer the marriage, the more complicated the divorce typically is financially. Sometimes it is so daunting that couples end up living apart for years without filing for a formal divorce. Nevertheless, the number of so-called "gray divorces" of those over 50 has doubled in the last 25 years, according to the Pew Research Center.