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. 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.
  2. Insurance

    How to Protect Your Income No Matter What

    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 to invest in income insurance.
  3. Your Clients

    When to Really Put Your Clients' Interests First

    Advisors and clients alike are best served when a client's revenue is growing. But there may be some cases when taking a small hit is best for the client.
  4. Career Education & Resources

    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 from the clients' side.
  5. Your Practice

    How to Avoid Scaring Off Prospective Clients

    It's easy to inadvertently intimidate or confuse potential clients. Here's what not to do on your initial meetings with would-be prospects.
  6. Your Clients

    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 the loop at the wrong time.
  7. Your Clients

    Advisors: How to Land Your Clients' Kids

    Advising the next generation of wealth owners—the children of your clients—is a goal worth pursing. Here are a few tips for doing so effectively.
  8. 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.
  9. 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.
  10. Your Practice

    Wealth is Growing Fastest in These Cities

    For those advisors willing to follow the money, these cities are the place to be.
  11. 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.
  12. 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.
  13. 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.
  14. 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.
  15. 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.
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