Feb 28, 2016
MILLENNIALS ROCK THE FINANCIAL PLANNING WORLD
Laura Varas has a few tips for anyone starting the search for sound advice on managing their money. Start with personality — yours, naturally, but don’t forget the personality of whomever, or whatever, you are turning to in order to get your financial life in shape. These days, amid a proliferation of new and old ways to manage money, there’s a personality out there waiting for you, much like that mythical soul mate, whether you are rich or poor, indebted or endowed, savvy or slow, wise or wondering. “One size never fits all,” says Varas, founder of Hearts & Wallets, a financial industry research and consulting firm. What she wants to know: “Does the brand resonate with my personality?”...