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5 Steps for Financial Success if You’re Feeling Behind

It’s a new year, which means it’s time for new finances.  Whether you’re struggling with debt, impulse purchases, or simply don’t feel like your finances are organized, there’s a positive way forward. All it takes is some organization and commitment, and by the time next year rolls around, you can look back with pride over […]

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5 Sound Investments for Women with Savings in 2022

Inflation in 2021 was nearly 7%, the highest since 1982. If you’re not investing your money to earn significant interest, your purchasing power will decrease as inflation continues to climb. You may already know that keeping all of your money in a savings account isn’t ideal. While it certainly is important to keep some cash […]

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3 Keys to Managing Shared Family Assets

Imagine a couple buys a cottage together. It’s a cute little place down by the lake featuring a dock, a beautiful front yard with a willow tree, and 4 spacious bedrooms. As the couple ages, they decide to leave the cottage to their three children. This is a wonderful, beautiful idea. However, it can quickly […]

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3 Ways to Use Your Cash to Build Wealth and Support Your Community

It is a fact. All of us have been affected in some way by COVID-19 — from the healthcare workers who cannot hug their kids to the businesses that have had to close their doors to the rest of us who have relatives or friends who have contracted the virus.   However, we cannot wait for […]

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Financial Volatility in Uncertain Times

Family businesses are the engine of the world economy and working with them has taught me to admire their values, their dynamics, and now more than ever, their resilience during times of volatility. A Spanish study indicates that 65% of them have had to apply for loans, more than 40% have had to reduce their […]

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3 Reasons Kids Should Be Involved in Family Finances

Can you visualize having your teenager balance your checking account? Perhaps, that’s a bit of an extreme example. However, as a general rule, getting your kids involved in family finances is a good idea.  It’s even more important that kids have a good understanding of family finances given the current economic recession and the realities […]

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I'm a Financial Planner, and These are the 3 Estate Planning Mistakes I See People Make Over and Over

Did you know that 1,300 new step families (blended families) form every day? Over 50% of US families are remarried or recoupled. To make matters worse, more than half of American adults don’t have a will. This is a recipe for disaster waiting to happen; future lawsuits, separated families, confused loved ones.   But first let’s […]

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Once Piece of Advice I Give Clients in the Era of COVID-19

In my 20 year career I have often been asked for advice on where to invest and what to buy. Having lived in a growing economy, that was the norm. Depending on where we saw the economy in any given year, it was the financial industry, such as when our new president took office. Other […]

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The Top 3 Reasons You Should Work With A Financial Planner

Hiring a financial planner is like skydiving. But, instead of jumping out of the airplane on your own without any training or diving skills, you do a tandem jump with a skydiving instructor guiding you through the process and ensuring your safety.  Your financial planner is your skydiving instructor! They play an essential role in […]

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Outsmarting the Boomerang: Financial Independence for Adult Children in 3 Steps

Did you know that as of 2014, 18 to 34-year-olds were more likely to live with their parents than with a partner or spouse? Up to 15% of young adults now live with their parents for an average stay of 3 years. Even those who hold bachelor’s degrees follow the trend. This is the so-called […]

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3 Things the Movie Soul and Your Money Have in Common

"I'm just afraid that if I died today my life would have amounted to nothing." Have you ever felt like this? This is a line that Joe says when speaking to his mother about joining a band. He’s ready to take the plunge and make a big change in his life that he feels will […]

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3 Things I Wish I Could Tell Every Divorced Woman About Money

If you are a woman and have gone through a divorce, believe me, I know what you're going through. I'm not divorced myself, but I'm the child of divorced parents, and that experience taught me a lot.   In fact, I'd venture to say this crucial event in my life motivated me to become a Certified […]

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How I Made an Emergency Fund During a Crisis

As soon as I graduated from university, I moved to New York City to start my career in the Big Apple working for the largest financial institution in the world. That was the good news.    The bad news was that my starting salary barely covered my rent and groceries, and I was 3,648 miles away […]

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5 Financial Mistakes Couples Make All Too Often

Are you making one of these common financial mistakes?  Unfortunately, these mistakes often grow bigger and bigger and result in arguments that can even result in break ups or divorce. In today’s climate, when Coronavirus has already pushed couples to the brink with relationship tensions rising, you need to do everything you can to avoid […]

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3 Lessons from Star Wars About Financial Literacy

Yoda, the funny little green humanoid alien from the Star Wars movies, spouts off gems of wisdom in each of the films. He is a famous jedi master and teacher, the best in the galaxy. So vast is his wisdom that his advice is relevant to financial literacy. Whether you’re a young Padawan, or a […]

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How to Hold Your Financial World In Your Hands

“How much have I spent on eating out this month?” you wonder to yourself as you’re deciding whether or not to order take-out. If you used a budgeting app, all you’d have to do is bring up your expenses on your phone to find the answer.  In today’s world, technology, including cutting edge tools like […]

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Achieve Financial Independence with these Tips

Would you like to eliminate the feelings of fear or worry that creep into your mind when you think about your finances? Financial independence can help you feel confident in your finances and achieve your financial goals. For many, financial independence means an early retirement. For others, it means eliminating debt and feeling secure in […]

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Is the Boss of Your Family Business a Dictator?

Is the boss in your multigenerational family business a dictator? Perhaps they have just gotten used to being in charge. After all, in a family business, the boss is not only in charge of the business but is also often the family patriarch or matriarch. Or maybe the CEO has always had a controlling personality […]

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5 Financial Lessons from My Trip to Bali

In my travels around the world, I’ve learned many life lessons. Of course, as a financial planner, I always view these lessons through the lens of finances. In my recent trip to Bali, I learned 5 financial lessons inspired by the offerings of flowers and incense locals offer on a daily basis: 1. Ritual In […]

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How to Protect Your Family in the Face of Uncertainty

It’s not unusual for the stock market to gain or lose hundreds of points over the course of a day or two. The thrill of a good day can also put your nerves on edge, wondering if you should sell or wait and see how much more you can gain. Similarly, family life can also be […]

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How to Keep Your Family Business Together, But Separate from the Family

As Jay Hughes says, a family is like a mosaic. Each individual person is their own color, but together, the pieces make up a beautiful piece of art.  Despite this beautiful artwork that can be created by the family, a family business should be kept somewhat separate from the family. Why? Imagine that you have […]

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Peter Buffet: A Lesson in Responsibility to Grow on Your Own

Son of famous investor genius, Warren Buffet, Peter Buffet has a very different gift from his dad’s: music. Instead of spending his time analyzing stock markets and investment trends, Peter dedicates himself to composing songs and playing instruments.  Believe it or not, in his own way, Peter Buffet is supporting the family business! The ultimate […]

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The Gates Divorce: A Lesson in Always Being Prepared for Conflict

News of Bill and Melinda Gates’ divorce shocked the world. After 27 years of marriage and running an impressive foundation together, the couple has called it quits.  However, I’m rarely surprised by news of a split. I’ve seen even the happiest families torn apart over any number of disagreements.  That’s why, as a certified financial […]

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How Receiving Inheritance Is Like Getting a Goose that Lays Golden Eggs

Imagine that from a young age, you knew that, someday, you’d inherit some of your grandparents’ great fortune. Inheriting intergenerational capital can be a great gift. However, it also comes with responsibility. It’s kind of like the story of “The Goose & the Golden Egg.”  Do you know that story? The Goose & the Golden […]

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Want To Invest? 3 Critical Things You Should Know Before You Put Your Money To "Work"

Are you ready to invest in the stock market? Whether you have $1000 or $1M to invest, there are a few simple rules that you should follow before going wild on the stock market.  If you don’t follow these rules, your investment experience could easily go on a downward spiral, leaving you in a bad […]

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How to Involve Your Daughter in the Family Business (And Why it Matters)

Angelina Perryman is the new face of Perryman Construction, a building and construction services company in Philadelphia, PA. Representing the third generation in their family business, she is the first woman to take on a leadership role in the company.  More and more, women are beginning to take on essential leadership roles in multigenerational family […]

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Corporate Governance is not Family Governance

What’s the most important thing in the world to you? For many people, the answer to that question is family. However, we don’t always act on it by protecting and valuing our families through structures that can help them succeed far into the future. For family businesses, that means that you need family governance. You […]

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The Virtual Family Office: What is it and How Can it Help You?

Imagine your great-grandfather started a corner store over 100 years ago. Over the years and generations, the business has grown and changed a lot. Now, the family owns two corner stores and there are ten family members that all share ownership of the business. This is where things start to get complicated and fights often […]

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Sink or Swim? With These Financial Stress-Proof Tips, It's Your Choice

People around the world are clutching their change purses and saving as much as possible. Spending has fallen drastically. It’s all due to severe financial stress and uncertainty instigated by the global coronavirus pandemic.  Corporations are also feeling the squeeze as restrictions on operations continue and spending hasn’t recovered. So, what can you do to […]

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There Is No Legacy Without a Succession Plan in a COVID-19 World

Having a family business without a succession plan is like driving with a blindfold over your eyes. Not updating your succession plan is a similarly dangerous situation. You have no plan for mitigating the bumps or curves ahead on the road.  COVID-19 is a serious bump in the road that we’re all managing right now. […]

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Top Latina CFP® , Elaine King, Shares Expertise with Key Media Outlets in the Latino Community

Did you know that 4 in 10 Americans have lost at least part of their income due to the Coronavirus pandemic?  As a result, the US government has sent out several stimulus payments, the most recent one in March 2021. Receiving a stimulus check can be a great boon for families that have suffered financial […]

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Leading Latina Finance Expert, Elaine King, Promotes Financial Education for the Latinx Community and Women

Did you know that in many parts of the world, laws at the beginning of the 1900s didn’t allow women to inherit property, vote, or get a loan? Women have come a long way in terms of legal rights. However, there are still hurdles standing in the way of success for women, and one that […]

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Elaine King, Latina Financial Expert, Launches New Book for Family Enterprises

Did you know that Elaine King has helped over 100 family businesses achieve success in their finances, and in passing on family values? The bilingual financial planner, who also has an MBA in International Business, believes that passing values on to the next generation is more important than passing down money. Yet, she admits that […]

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Elaine King, Telemundo, and Key Multinational Company, Intuit, Collaborate to Help the LatinX community

Did you know that 50% of Americans spend more than they earn? In a recent segment on Telemundo, one of the most popular Spanish language networks, Elaine King shared some pitfalls that people often fall into when committing this error. For example, people may fail to have a separate savings account, or not have a […]

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Elaine King, Latina Financial Expert, Featured in Leading Latin Business Publications

In recent months, Elaine King was featured in leading Latin business publications. For instance, King was interviewed for an article in the prestigious magazine; Semana Economica. In the article, King shared her experiences working with multigenerational international family businesses. Plus, she shared insights into how family businesses can create a lasting legacy.  In addition, the […]

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Elaine King Featured in Investopedia’s Top 100 Financial Advisors, with the CFP Board Center and at the Financial Planning Association of Miami

Recently, Investopedia, one of the world’s leading financial websites, published their Top 100 Financial Advisors of 2020. To select these 100 financial advisors, Investopedia scoured through the over 100,000 financial advisors in the country to find the most influential, engaged, and educational advisors. Among the highlighted advisors was Elaine King, who is one of the […]

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Elaine King Teams up With Leading Consulting Firm KPMG to Empower Family Businesses

Recently, Elaine King, an expert in Family offices and multigenerational family businesses teamed up with KPMG, a well-known international consulting firm that offers audit, tax, and advisory services. Together, King and KPMG Peru offered a series of webcasts to help family businesses. In particular, the sessions, which featured King as well as other distinguished guests […]

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Elaine King, the Latina Financial Expert, Featured in People en Español’s Poderosas Virtual Event and Appears on Telemundo

People en Español recently hosted their annual 25 Mujeres Más Poderosas Summit which featured top Latina leaders such as Maria Elena Salinas, Adamari López, and Pamela Silva.  The event draws celebrities and professionals alike to a series of motivational and informative talks addressing everything from healthcare, to key strategies to improve your business, finances, fashion, […]

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Elaine King, Certified Divorce Financial Analyst (CDFA) and Expert, Helps the South Florida Community

Elaine King, an expert in family finances, has recently been featured for her skill in guiding women through financial dilemmas including a potential marital separation. In September, King participated as an expert in finances at the first virtual Divorce Prep Summit. The event involved various other leading professionals in South Florida such as family lawyers, […]

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Elaine King Holds Webinars Focused on Family Businesses

Elaine King, a financial expert and mediator specializing in multigenerational family businesses, showcased her knowledge about family business in recent webinars held throughout Latin America. In these webinars, King shared her extensive knowledge about how to engage the next generation in the family business. In addition, she guided participants through the process of creating a […]

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Conferencia: Beneficios de incorporar mujeres al Directorio - 16 OCT

Miércoles 16 de octubre, 8:00 a.m.  – 11:30 a.m.PwC PerúAuditorio 1er Piso. Av. Santo Toribio 143 San Isidro. El rol de las mujeres ha cambiado en los últimos años, siendo que cada vez van tomando una mayor participación y representación en la gestión o dirección de empresas.Las empresas familiares no son ajenos a esta realidad.  Estare en el […]

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VII Foro Internacional de Pensiones – México 26 Noviembre 2019
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8vo Foro Internacional de Empresas Familiares – 24 Septiembre 2019
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Como empoderar e involucrar a next gen con impacto social – Perú Agosto 2019

El miércoles estuve en el Hotel Los Delfines en una Conferencia enriquecedora con la asociación de empresas familiares de Perú y Chille, compartiendo y hablando sobre la importancia de crear estrategias creativas para empoderar e involucrar a la siguiente generación con un impacto social. AEF Perú – Asociación de Empresas Familiares del PerúAsociación de Empresas Familiares

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Del conflicto a las conversaciones dentro de las familias - 14 March 2019

Del conflicto a las conversaciones dentro de las familias - 14 March 2019

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People Poderosas Live - 16 March 2019

People Poderosas Live - 16 March 2019

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FPA Annual Symposium 2018

Nov 29, 8:00 AM – 5:30 PMAkerman LLP, 98 SE 7th St #1100, Miami, FL 33131, USA About The Event The 13th Annual FPA of Miami Symposium Promises to be the Biggest Day For Financial Planning Professionals in South Florida in 2018. Hosted by Akerman LLP | 98 SE 7th Street | Suite 1100 | […]

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Expo Amiga Austin – TX – 2018
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The Role of Women Keynote Speaker – Universidad La Pacifico, Lima, Peru
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4531 Ponce de León STE #200
Coral Gables. FL 33146, USA.
Elaine King - Family and Money Matters™ 2021
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