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Author: Melissa Dolber-Grappone

Finance Fairy Godmothers – Women in Finance

Fairy tales aside, it is often assumed that “Prince Charming is born knowing how to manage finances. Women, of course, are not,” stated AP-affiliated financial advisor Judith Beckman, CFP®, (Financial Solutions; Northport, N.Y.). It is a glaring fact that the number of women in finance versus that of their male counterparts is a shockingly low number; but what does this say about society’s double standard?

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FREE 12.1 Feature – Barbara Treadwell

As the title might imply, while no truer words could ever be spoken enough about this woman, you will never hear her complain about work; nor will she ever imply her life is any more or less difficult than others, irrespective of gender. But what you will hear American Portfolios affiliated advisor Barbara Treadwell of Savannah, Ga., say is that she is an unapologetic workaholic who loves her life and what she does.

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Old Documentation? Just Shred It!

The promise of a paperless society has fallen short, if you think of all the paper clutter that builds up in many households. When that paper pile grows too big, the urge to purge frequently results in documents with important information ending up in the curbside garbage bin. That’s a big mistake because dumpster diving is akin to mining gold for identity thieves. Instead of dumping documents and files no longer needed into the household trash, consider shredding documents to protect your most important private data.

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FREE 10.2 Feature – Ronald Chakler

Chakler espouses a formidable work ethic. From the time he was 14 years old, he worked part-time in a bagel bakery making, you guessed it … bagels. As the saying goes, “you can’t keep a good man down” and, following his departure from the classroom, he fell back on his bagel baking experience after reconnecting with an old friend who was opening bagel shops near Atlantic City, N.J. Together they built three bakeries; however, following a falling out between the owners and the partners of the business, Chakler knew he wanted and needed a “real job.”

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