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.

  • Showing 1-15 of 94 items
  • 1
  • 2
  • 3
  • ...
  • 7
  • >>
  1. FA Profession

    Your Retirement Nest Egg: How to Spend It Wisely

    It can be hard to start spending money once retirement finally comes. Here are some best practices on how to transition from ...
  2. FA Profession

    How Mortgage Debt Can Derail Retirement

    One of the greatest joys of retirement is being able to relax, knowing that one of your biggest expenses — your mortgage ...
  3. Real Estate

    Who Rules the Jumbo Mortgage Lending Market?

    The jumbo mortgage market appears to be booming this year, despite the few economic hurdles everyone's battling. Here's who ...
  4. Insurance

    When and How to Insure Your Income

    What does it mean to insure your income? Here are a variety of ways to do it and some insights into when it might make sense ...
  5. FA Profession

    How to Work for the Good of Your Client

    Advisors and clients alike are best served when a client's revenue is growing. But there may be some cases when taking a ...
  6. FA Profession

    Want to Be a Better Advisor? Think Like a Client

    Stepping into clients' shoes by hiring your own financial advisor can give you valuable insight into the experience of planning ...
  7. Robo-Advisor

    Advisors: Mistakes to Avoid with Would-Be Clients

    It's easy to inadvertently intimidate or confuse potential clients. Here's what not to do on your initial meetings with would-be ...
  8. Children/Family

    How to Help Clients Plan Their Funerals

    Advisors should be talking to clients about delineating funeral wishes in a secure way so family members aren’t let out of ...
  9. FA Profession

    Top 5 Tips for Landing Your Client’s Kids

    Advising the next generation of wealth owners—the children of your clients—is a goal worth pursing. Here are a few tips for ...
  10. Robo-Advisor

    How to Serve the New Young and Wealthy Clients

    The upcoming young and wealthy client class is like none other when it comes to wealth advising preferences. Here are some ...
  11. FA Profession

    Wealth is Growing Fastest in These Cities

    For those advisors willing to follow the money, these cities are the place to be.
  12. FA Profession

    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.
  13. Robo-Advisor

    How Technology Helps Financial Advisors

    Automated technology is changing the landscape of investing by allowing for better investment outcomes, tax efficiency and ...
  14. FA Profession

    Disability and Retirement: How to Prepare Clients

    Here's how financial advisors can help clients with disabilities arrive at the best solution over the long term when it comes ...
  15. FA Profession

    How Will Advisors Replace Boomer Clients?

    Baby Boomers are retiring at a steady clip, and the more of them that retire, the less business advisors serving them have. ...
  • Showing 1-15 of 94 items
  • 1
  • 2
  • 3
  • ...
  • 7
  • >>