Financially Savvy Woman™ Newsletter

Womens Financial Salon with Beth Kobliner: Hosted by Altfest Personal Wealth Management

Wednesday, April 19th, 2017

Educating Children and Grandchildren: Good Financial Habits for the Whole Family

In April, 2017, Karen C. Altfest, Ph.D., CFP®, welcomed New York Times bestselling author Beth Kobliner to discuss financial education tips for children and grandchildren. Beth is the author of "Get a Financial Life" and "Make Your Kid a Money Genius (Even If You're Not)". She has been a columnist for Money, Glamour, and Redbook magazines, and a contributor to The New York Times and Wall Street Journal. In 2010 Beth was selected by President Obama to serve on the President's Advisory Council on Financial Capability.  

Karen Altfest Recognized as Top Women Advisor by Forbes

Monday, March 27th, 2017
On Forbes' inaugural list of "America's Top Women Advisors", Karen C. Altfest, Ph.D., CFP®, ranked #17 out of 200 female advisors. On Forbes' inaugural list of "America's Top Women Advisors", Karen C. Altfest, Ph.D., CFP®, ranked #17 out of 200 female advisors.  As one of the few independent firms represented, we're proud to have Karen listed. Karen has made it her mission to make her clients, specifically  women, feel comfortable with their finances through education. Forbes notes Karen’s hand-on approach to financial planning in this feature article: Why Financial Advisor Karen Altfest Loves Volatility And Brexit The ranking methodology for this list includes a focus on experience and best practices and we believe our emphasis on being a client-focused, fee-only firm makes a difference. Altfest Personal Wealth Management 445 Park Avenue, 6th Floor New York, NY 10022 (212) 406-0850 (Phone) (212) 406-0867 (Fax) www.altfest.com

The Financially Savvy Woman™ Newsletter: Winter 2016

Sunday, March 12th, 2017
Womens Newsletter - cover winter 2017The Financially Savvy Woman - Winter 2017 The Winter 2017 edition of The Financially Savvy Woman™ newsletter features a summary of our recent Women's Financial $pa®, which was headlined by New York Times political reporter Maggie Haberman. The newsletter also offers a preview of Karen Altfest's upcoming course at Hunter College, "Life After Loss: Financial and Practical Advice for Widows/Widowers”

The Financially Savvy Woman™ Newsletter: Spring 2016

Friday, May 20th, 2016
Spring2016Cover-page-001 The Financially Savvy Woman – Spring 2016 The Spring 2016 edition of The Financially Savvy Woman™ newsletter features an interview with  Jane Bryant Quinn, one of the nation’s leading writers on personal finance. Her latest book, How to Make Your Money Last: The Indispensable Retirement Guide delves into many issues that women often encounter.

The Financially Savvy Woman™ Newsletter: Winter 2016

Sunday, January 17th, 2016
Financially Savvy Woman Newsletter The Financially Savvy Woman - Winter 2016

The Winter 2016 edition of The Financially Savvy Woman® newsletter features an interview with three Altfest advisors on topics of interest to our clients: College Plans, Social Security, and How Altfest Makes Investment Choices. Karen Altfest interviewed Senior Advisor Dawn Brown, Director Mike Prendergast, and Executive Vice President Andrew Altfest.

The Financially Savvy Woman™ Newsletter

Tuesday, March 3rd, 2015
Financially Savvy Woman Newsletter The Financially Savvy Woman - Winter/Spring 2015

The Winter/Spring 2015 edition of The Financially Savvy Woman™ newsletter features an interview with  Suzanne L. Duncan, Senior Vice President and Global Head of Research at State Street Center for Applied Research. Suzanne has conducted ground-breaking research to better understand issues that investors often face. She has been interviewed by leading financial publications, and has presented her findings at hundreds of conferences around the world. State Street’s most recent white paper, The Folklore of Finance was released soon after Suzanne’s presentation.

The Financially Savvy Woman™ Newsletter: Spring 2014

Monday, April 28th, 2014
Financially Savvy Woman Newsletter The Financially Savvy Woman - Spring 2014

The Spring 2014 edition of The Financially Savvy Woman™ newsletter features an interview with acclaimed author Becky Aikman.  Becky, who recently spoke at our Women’s Financial Salon™, wrote Saturday Night Widows.  As a widow herself, Becky created her own support group and believes in the power of women bonding with other women.  All women can relate to this remarkable story; it will give you ideas for establishing support with other women in business, social, and personal situations. Becky’s message resonates with women across the board.

 

The Financially Savvy Woman™ Newsletter: Winter 2012 – 2013

Friday, December 28th, 2012
Financially Savvy Woman Newsletter The Financially Savvy Woman- Winter 2012 Issue Articles include: "Election Overload: What Can Women Do Now?" and "Altfest Advisors Address Your Concerns"

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Saturday, January 22nd, 2011

Financially Savvy Woman Newsletter

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Tuesday, February 23rd, 2010

Financially Savvy Woman Newsletter

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