Laura Mattia’s 2nd Financially Empowering Women™ (FEW) column can be found on ABC News.com. Read why the financial services industry does not have your best interests in mind. You can go to the ABC News website or click the link below to read the entire article.
Traditionally, women have been socialized to fulfill the caretaking role in the home and even in the workplace. Women are expected to be wives, mothers, community volunteers, teachers, and nurses. We are expected to be understanding, gentle, and to provide service to others. We are responsible for everyone else but that is not what we are asserting on this show. While we still may maintain these responsibilities, we need to make sure that we also take responsibility for ourselves.
In this show, we invited two experts to talk to us about possible resources and solutions for the stressed out caretaker. Emily L. Lutz, PDMM (Emily@libertypaperworkssolutions.com) is a Certified Professional Daily Money Manager and Ruth Rothbart-Mayer, LCSW, C-ASWCM (firstname.lastname@example.org) is a Psychotherapist and Elder Care Coach.
We are pleased to announce that our own Laura Mattia is authoring a monthly finance column as part of ABC News.com. The column is aimed at women interested in improving their comfort level with money in general and gaining knowledge and the confidence to invest wisely. The first installment can be found on the site’s Money homepage http://abcnews.go.com/business. Click on Laura’s picture to find the inaugural column and all future columns.
Host Laura Mattia and special guest Jehan Sanders discuss the importance of relationships for women who are business owners or working in a business environment.
Jehan (Gigi) T. Sanders can be contacted at JTS Strategies LLC - (973) 405-3687
Financially Empowering Women™ is about Claiming Your Financial Power. Claiming financial power is not about hoarding money. It is about understanding how money works and using it to help you live your life, on your terms. These educational classes, geared especially for women, were held in Franklin Lakes and Wayne in October.
The women attendees learned:
- What should I do now to give me the best chance to attain my goals for myself and my family in the future?
- How do I protect my savings while enjoying my retirement?
- Are there things that I should know about Social Security and Health Care?
- How can I get the most out of my 401(k), IRA or other retirement plan?
- How do I protect myself against the risks that could derail my plan, including divorce and widowhood?
The classes were taught by Laura Mattia, CFP®, MBA, PhD Candidate, Finance Professor at Rutgers University and radio show host of Financially Empowering Women™ with Laura Mattia. Laura is also a Principal of Baron Financial Group, a Fee-Only, Registered Investment Advisory firm, which recently received the Women’s Choice Award® for Financial Advisors, based on extraordinary recommendations from our female clients in a customer satisfaction survey.
Host Laura Mattia and special guest Laurie A. Hauptman, Esq. (www.hauptmanlaw.com) helps us understand how an elder care attorney can assist when a crisis hits, so that you’ll be emotionally, psychologically, and financially prepared to cope with this very difficult time.
People have to plan for the future. Life expectancies are increasing and people’s retirement money needs to be stretched out longer. The government programs such as Medicare and Medicaid are being strained. Through long term care planning an elder law attorney can help people utilize government benefits, such as VA Aid and Attendance, to help pay for their increasing long term care costs.
The 7th podcast episode of “Financially Empowering Women™ with Laura Mattia,” discusses staying empowered during the divorce process.
Divorce can be devastating, both emotionally and financially. One joined life becomes two separate lives with separate finances and different directions. Assets must be split, pensions must be split, custody of children determined, and child support and or alimony established.
Our guest, Claudia Mott MBA, CFP, CDFA and owner of Epona Financial Solutions (www.eponafs.com), is a Certified Divorce Financial Analyst™ (CDFA). She has been trained to provide financial assistance to people involved in a divorce. You can call Claudia in Basking Ridge, NJ at 201 572-2177.
Liz Skinner of InvestmentNews interviews Laura Mattia of Baron Financial Group, in the July 26, 2013 article “Women-friendly, with the seal to prove it”. Laura discusses why Baron was chosen to receive the Women’s Choice Award for Financial Advisors, and how the firm helps educate women. The award is based on rigorous research and evaluation applying 17 objective criteria, and at the time of publication, only seven firms and advisers (only 11% of those evaluated) had qualified to receive this premier recognition.
” ‘The stamp says these people do the right thing for women,’ said Laura Mattia, a principal with Baron Financial Group LLC, which has been given the award. ”It helps them know we’ll answer every little question they ask.”
Ms. Mattia said her firm didn’t plan to make women the focus of their practice, but it found that women responded well to its focus on educating clients and hand-holding through the financial planning process. Today, Baron Financial helps many single women, divorcees and widows – many of whom have never handled their own finances. It also produces a monthly podcast, “Financially Empowering Women,” which attracts between 800 and 1,000 listeners.”
Baron Financial Group’s James Shagawat discusses “How Not to Outlive Your Money” on PBS’s Nightly Business Report, July 24th 2013.
Baron Financial Group is continuing to look at alternative ways to offer objective, financial education to our clients and friends, as well as the public. One of the newer and more popular formats is the iPad virtual magazine, Mindful Money Magazine, where our own Laura Mattia is featured monthly. A free 3 month subscription is available. You can download the App from the Apple App Store or at http://bit.ly/MindfulMoneyMag. Once the download is complete, click subscribe. Enter the coupon name: 3free under “Your Account Number” or “Current Subscriber”. Enjoy!
Financially Empowering Women™, a free educational seminar, geared especially for women, was held at the Morris Museum, 6 Normandy Heights Road, Morristown, New Jersey, on Thursday, July 11, 2013.
This informative seminar was taught by Laura Mattia, CFP®, MBA, PhD Candidate, Finance Professor at Rutgers University and radio show host of Financially Empowering Women™ with Laura Mattia. Laura is also a Principal of Baron Financial Group, a Fee-Only, Registered Investment Advisory firm, which recently received the Women’s Choice Award® for Financial Advisors, based on extraordinary recommendations from our female clients in a customer satisfaction survey.
The symposium was about Claiming Your Financial Power. You are in charge. You control your destiny and you make financial decisions based upon what is best for you. No excuses, you can do it and by taking claim of your financial life you will have the resources to achieve your goals. Claiming financial power is not about hoarding money. It is about understanding how money works and using it to help you live your life, on your terms.
Host Laura Mattia and special guest Deirdre Wheatley-Liss, Esq. discuss estate planning, trusts, and the important implications they can have to everyone, particularly women. For women, estate planning is a very important part of retirement planning since it can drastically affect their lives in retirement if proper planning is not done. Inherent to the decision of becoming financially empowered, Laura continues to promote the idea of taking responsibility for yourself and caring for yourself, a key aspect of estate planning.
Deirdre Wheatley-Liss, Esq. is a Certified Elder Law Attorney and a practicing trusts and estates attorney has over fifteen years’ experience. Her passion is educating the public about the law so they can be empowered to use it to their benefit.
Deirdre Wheatley-Liss, Esq. (Trusts and estates attorney, author of Plan Your Own Estate, www.DeirdreWheatleyLiss.com).
Financially Empowering Women™, a free educational seminar was held at the Lee Memorial Library, 500 West Crescent Ave., Allendale, New Jersey on Thursday, June 20th from 7pm – 8:30pm.
- Why women need to understand finance
- Why women are natural investors
- Where to start – values & lifetime goals
- Understanding your ability for risk
- Developing the confidence for success with money
This informative seminar was taught by Laura Mattia, CFP®, MBA, PhD Candidate in financial planning, and Finance professor at Rutgers University.
About Laura Mattia MBA, CFP®, CRPS®, CDFA, NAPFA-Registered Financial Advisor, works as a finance professor at Rutgers University and is a Principal of Baron Financial Group, a Fee-Only, Registered Investment Advisory firm. Laura is a PhD candidate, focusing her research on how to better prepare women for retirement and she is the radio show host of Financially Empowering Women™ with Laura Mattia
The 5th podcast episode of “Financially Empowering Women™ with Laura Mattia,” discussed what consumers should know about the affordable care act.
The discussion featured Christine Lenthe, executive vice president of Healthcare Marketing Services at a company called Everything Health, who helped us learn more about the affordable care act and what we need to do to plan and prepare.
Christine Lenthe, Executive Vice President of Healthcare Marketing Services at Everything Health, www.everythinghealth.com, 800.865.1220
Jim Shagawat discusses the strategy of laddering high quality individual bonds to limit bond interest rate risk, in the Reuters’ article written by Suzanne Barlyn on May 30, 2013.
Advisers at Baron Financial Group have trying to reduce those risks by exerting more control over clients’ fixed income assets, said James Shagawat, a principal at the Fair Lawn, New Jersey-based wealth management firm.
Shagawat invests clients’ fixed-income assets in high quality individual bonds, such as AAA-rated corporate and municipal bonds, instead of mutual funds that can include hundreds of bonds with varying maturity dates.
Shagawat typically “ladders” bonds for clients – a strategy in which clients buy bonds with different, but evenly spaced maturity dates to help offset risks of rising interest rates.
Laura Mattia of Baron Financial Group is featured in a Reuters’ article written by Suzanne Barlyn on May 21, 2013, discussing tips for effective client meetings.
“Keeping clients on track during one-on-one strategy sessions is often a tricky balancing act. It requires planners to acknowledge the deep emotions that are usually attached to the financial lives of their clients. At the same time, advisers must keep the discussion from straying too far from the careful decision-making that goes into every financial plan.
Many advisers manage to straddle the line…”
Baron Financial Group is committed to educating women on how to become financially empowered. “Financially Empowering Women”, is our new series of educational programs focused on the financial needs of women. FEW is about understanding how money works and using it to help you, as women, live your life, on your terms. We have the following FEW events coming up:
Allendale, NJ – June 20:
- Location: Lee Memorial Library, 500 West Crescent Ave., Allendale, NJ 07401 ·
- Date and Time: June 20, 2013 7-8:30pm
Morristown, NJ – July 11:
- Location: Morris Museum, 6 Normandy Heights Road, Morristown, NJ 07960
- Date and Time: July 11, 2013
Choice of two sessions: Afternoon Session: 2-4pm or Evening Session: 7-9pm
Two Session Seminar:
Franklin Lakes Public Library - October
- Location: Franklin Lakes Public Library, 470 DeKorte Drive, Franklin Lakes, NJ 07417
- Dates and Times: Oct. 2 and Oct. 9, 2013 – 1:00 – 3:00pm
- This is a series of two lectures for a total of four hours.
William Paterson University, Wayne, NJ – October
- Location: William Paterson University, 1600 Valley Rd, Wayne NJ 07470 Room 1012
- Dates and Times: Oct. 8 and Oct. 15, 2013 – 6:30 – 9:00pm
- This is a series of three lectures for a total of six hours.
For more information CLICK HERE
Contact Baron Financial Group at email@example.com to learn more or to register.
On Laura Mattia’s 4th episode of “Financially Empowering Women™,” guest speaker Bonnie Jerbasi discussed alternatives to the divorce process in New Jersey. Bonnie is a lawyer and a certified family law mediator who gave some great tips on how to approach the end of a relationship with dignity. Mediation is an efficient, smart alternative to the standard method of battling things out in a court room. Laura and Bonnie discussed some hot button topics such as staying in the family home after a divorce and alimony.
Today’s show is about inspiration and motivation. Laura talks to Jean Grossman, a Certified Life Coach, about the impediments to becoming financially engaged and what can be done about it. The discussion involves understanding your belief system and the values that motivate you to achieving the life you want to have. Examples and strategies are provided, including handouts that can be retrieved from here.
Baron Financial Group hosted their 6th annual Town Hall Meeting at the Fair Lawn Community Center in Fair Lawn. Attendees listened to the Baron Principals speak about the efficiency of markets and the updates to taxes in 2013. Ed Coyne, of Royce Funds, spoke about small-cap equities and how they can provide both diversification and return for clients’ portfolios.
Baron’s clients, friends, and guests enjoyed the event, as well as the famous Baron desserts.
Baron Financial Group, in honor of its clients and friends, donated to the Fair Lawn Food Pantry.