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Educate parents and young adults in practical money matters

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Break Free

June 30, 2022 By Dina Isola

  One of the ways to assess how well an investment serves you, is to look at the fees. Yet many investors have no idea what they are paying.  When teachers ask me to assess their current 403(b) plan investments, many are horrified to learn they are paying over 2%. How could they be unaware of the fees, you ask? It’s simple. I’ve come across many an investment statement has a line item that says FEES $0 (or a minimal administrative fee, like $30 for the year). Clearly, there Read on...

Nailing Financial Predators

November 7, 2017 By admin 2 Comments

“A prize fighter in a corner is told, hit where it hurts.  Silver and gold.”   - U2* Every time Tony and I have met with prospective clients who have come from traditional brokerage channels (literally, every single time) there is an uncomfortable point in the meeting where they are ashamed at the fact that they received no financial plan; no real coherent diversification strategy to minimize risks; no exit strategy as to when they can jump off the hamster wheel and enjoy the fruits of their Read on...

Pope Francis: The Best Case for Fiduciaries

May 5, 2017 By admin 2 Comments

  Coming up on the (gasp) 30th anniversary of my graduation from Fairfield University, I find myself nostalgic for the courses that taught me so much beyond the classroom. The (late) Dr. Art Anderson gave his Sociology students much to chew on, including this nugget:  “In the work world, all of you are ahead of the game.  You have straight white teeth and a nice smile.” He wasn’t paying us a compliment though.  Being a Jesuit school with an emphasis on education and social justice, the Read on...

Dina Isola

Since 2002, Dina Isola has worked closely with investors, hearing their concerns. Drawing on her experiences and challenges, Real$martica was born, which focuses on making personal finance issues relatable to women, children and families and educating investors to make informed decisions. A contributor to A Teachable Moment, she is a client relations specialist at Ritholtz Wealth Management. She also serves on Stony Brook Children’s Hospital Task Force.

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Recent Articles

  • Mid-Year Pump
  • Break Free
  • Lazy Discipline
  • Mindful of Your Money
  • Stop Apologizing, Start Accepting
  • Reaching Your Financial Resolutions in 3 Easy Steps
  • When I Find Myself in Times of Trouble
  • Time to Think

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