Sheila Jacobs

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Following: 232
Following Blogs: 15

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Three Year-Olds & Money

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
Children are amazing. They absorb everything (good or bad) and their excitement about life is contagious. As parents we want to foster and encourage that excitement. Our two-year old loves trains and dinosaurs and asks for a new one nearly every day. His “Oh Peese.” and “Thank you Mommy!” ar...
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Th Business of Marriage

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
As we approach wedding season, countless starry eyed brides and grooms are planning the event of a lifetime. The venues, gowns, flowers and favors have all been chosen. The guest lists are being finalized. The limos have been booked and the shopping for the all important honeymoon has begun. At thei...
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Ten Questions to Ask when Interviewing a Financial Advisor

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
Before you ever talk to an advisor, there are a few things that you need to do to prepare. We'll get to the "Ten Questions" very quickly but first, take these four steps: 1. List your top three to five financial goals in order of priority. 2. Assign a time frame to each goal. 3. Calculate the amount...
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Too Much Stuff

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
We’ve been blessed with incredibly generous friends and family but I never realized just how generous they were until our son was born. These wonderful people have given our son far more gifts than we can keep track of and saved us thousands of dollars. We appreciate the generosity and realize th...
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I finally understand why people don't open financial statements and it has nothing to do with the market.

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
I had a long chat with a friend yesterday and since then I’ve been thinking about how much she’s has evolved. We met shortly after she finished college. She always been good at saving and even then she had quite a chunk of cash saved. Beyond that, she paid little attention to her finances. I’...
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Find the Money to Make Financial Goals Reality

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
As I began to deliver a speech to a group of my peers at my 20th college reunion this past weekend, I listed the things that I’d be covering in my presentation. When I got to number four, “Find the Money to Make Goals Reality”, I heard a faint, “Hope you’ve got a magic trick for that one...
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Love Letter

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
As someone who's been married for only six years, I'm constantly looking to those that have been in the game a little longer for wisdom. I recently had the pleasure of talking to such a woman who shared details a love letter from her husband. As she spoke of the content, I could feel my eyes well u...
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No More Bull

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
Merrill Lynch was acquired by Bank of America in the fall of 2008. It’s probably too soon to tell what the new Merrill will be like but this past week Bank of America premiered the new Bank of America Merrill Lynch logo and much to my surprise, there’s no bull. Merrill Lynch The penetration of t...
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The First

Sheila Jacobs posted an article on - Dec 31, 1969, 7:00 pm
I’m especially excited to be launching my blog during Black History month. I am trained as a Financial Advisor and generally when I write, it’s solely on the topic of Personal Finance so the idea of combining that topic with history (always a favorite subject) is exciting and interesting to me. ...
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