By Veronica Dagher Financial Advisers Agree – Americans Spend Way Too Much When a taco shop opened across the street from Stefanie O’Connell’s New York City apartment, she figured it would…

By Christine DiGangi Leaders across the country present annual status reports to their communities as a way to measure progress and identify goals for the future. The president gives the…

By Arden Dale More executives are taking their bonuses and salary as deferred compensation spread out over time, avoiding immediate tax hits. But they also are becoming better versed in…

Despite growing interest in children’s financial empowerment, articles on teaching children about savings and investment tend not to highlight socially responsible choices. New Jersey financial adviser, Jorie Johnson, profiled today by…

by Daisy Chan We asked financial planners to let us in on some truly surprising ways grandparents can stash more cash. You’ve cut out to-go coffees, and you shop the sales…

You can never be too young to learn good financial habits. So says adviser Jorie Johnson, who, in her free time, teaches financial basics to elementary school children. The Manasquan, N.J., certified…

By Kristin Colella Challenge: Cook Meals With Ingredients You Already Have Looking for an easy way to save money? Consider rethinking how you prepare your meals. Certified Financial Planner Jorie Johnson of…

By Matthew Amster-Burton Let’s do a little investment simulation. Don’t worry – I’ll do the math. Jane has a $5000 consumer loan and a $20,000 stock portfolio. Her net worth is…

By Catey Hill Question: As a 60-year old, should I buy equity-indexed life insurance? Answer: Most 60-year-olds don’t need equity-indexed life insurance, says Jorie Johnson, a certified financial planner at Manasquan, New Jersey-based…

Marci found a lump in her breast in April of last year. She went to the doctor the next day. “The first doctor I saw told me that it was not…