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. 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.
  2. 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.
  3. 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.
  4. Professionals

    Going Independent: What Advisors Should Expect

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

    Why Financial Advisor Background Checks Are Vital

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

    Top Tips for Getting More Client Referrals

    If you're not talking to your clients about referring you to friends, you should be.
  7. Professionals

    How Advisors Can Prepare for a Bear Market

    Like investors, advisors must be ready for an eventual shift in the market. Here are a few scenarios and tips.
  8. Professionals

    Can't Afford to Retire? Try Out the 'Unretirement'

    Many of us dream about retiring, but getting there seems to be harder to achieve financially these days. Here are some tips to help make it happen.
  9. Professionals

    Going Back to School as a Retiree? Here's a Guide

    The options for becoming a student after your working life ends are easier and less expensive than you might think.
  10. Professionals

    How Legacy Planning Can Help Capture New Clients

    Don’t underestimate the importance of legacy planning with your clients—it could serve as method for you to create new business with any heirs.
  11. Professionals

    Tips for Retaining Your Client's Heirs

    It's a good idea to start working with your clients' children early on to forge relationships and hopefully continue to manage that wealth.
  12. Professionals

    How to Break the Ice with New Clients

    Conducting an effective, initial client–advisor interview is an essential part of any advisor’s job. Here are a few tips on how to get started.
  13. Professionals

    Why Women Are Underprepared for a Spouse’s Death

    Women are typically less prepared for the death of a spouse than men. An advisor can help mitigate some of the financial burdens widows may end up facing.
  14. 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.
  15. Investing Basics

    Are You a Bottom-Up or Top-Down Investor?

    Both of these approaches are used to pick stocks. Here's a look at how they work.
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