Leslie Kramer

Leslie Kramer

Leslie Kramer has worked as a journalist for over ten years covering a wide range of topics, mostly focused on corporate finance and investment and personal finance. She has also produced and hosted video interviews and pod-casts, developed conferences featuring executive speakers and written for public relations firms and non-profit organizations. Her portfolio of work includes magazine articles, news stories, Web pieces, marketing material, press releases, and White Papers.

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  1. Your Practice

    Top Insights Into Winning More Wealthy Clients

    The upcoming young and wealthy client class is like none other when it comes to wealth advising preferences. Here are some hints to what these folks want.
  2. Your Clients

    Retired? Tips for Spending Your Nest Egg Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from being a saver to a spender.
  3. Your Practice

    Wealth is Growing Fastest in These Cities

    For those advisors willing to follow the money, these cities are the place to be.
  4. Your Clients

    How to Advise Clients in a Rising Rate Environment

    In the wake of the anticipated rate hike advisors should help clients reassess their portfolios. Here's how.
  5. Saving and Spending

    This Big Expense Can Ruin a Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage — has finally been paid off.
  6. Investing Basics

    5 Things to Ask Before Hiring a Financial Advisor

    Choosing a financial advisor isn't an easy task. Here's a list of the most important things to consider when planning for your financial future.
  7. Investing Basics

    How Automation Tech Is Changing The RIA Biz

    Automated technology is changing the landscape of investing by allowing for better investment outcomes, tax efficiency and better-managed portfolios.
  8. Your Clients

    Disability and Retirement: How to Be Prepared

    Here's how financial advisors can help clients with disabilities arrive at the best solution over the long term when it comes to planning for retirement.
  9. Your Practice

    This is the Biggest Threat to Financial Advisors

    Baby Boomers are retiring at a steady clip, and the more of them that retire, the less business advisors serving them have. Here's the lowdown.
  10. Your Clients

    How Working Might Hurt Your Retirement Plans

    Research shows that relying on your ability to work well into your retirement — depending on your line of work — may not be the best plan for a secure future.
  11. Financial Advisors

    SEC Audit? How Financial Advisors Can Be Ready

    Your firm may never be audited by the SEC, but you need to be prepared nonetheless. Follow these tips to make sure you're in compliance and organized.
  12. Investing Basics

    Pairing Annuities and Target Date Funds: Top Tips

    The Treasury and the IRS have issued new guidance on pairing annuities with target date funds. Here's a look.
  13. Professionals

    Parents: Avoid This Retirement Savings Mistake

    Parents should make saving for their own retirement a priority over helping with their children’s college costs.
  14. Professionals

    Going Independent: What Advisors Should Expect

    Thinking of going independent with your financial advisory practice? Here are some things to consider.
  15. Professionals

    Why Financial Advisor Background Checks Are Vital

    An alliance of public interest groups is pressuring FINRA to broaden its BrokerCheck tool.
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