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Bambi Holzer

, AIF, CEA, CSPG, is the owner of Bambi Holzer Financial Group in Beverly Hills, Calif. An investment advisor for more than 25 years, Holzer has worked with high-net-worth individuals, endowment funds, and family foundations. She has appeared on Today, NBC Nightly News, and CNN, among others, Holzer is the author of four books on retirement planning and personal finance, including Set for Life: Financial Peace for People Over 50 (Wiley, 2000).
How To Have a Debt-Free Holiday

You can have a season to remember without incurring debts you can't forget Follow our expert's tips »

When Families Live Together: The Finances

Can you absorb the costs of taking in your children and grandchildren? See our expert's advice »

How To Protect Your Investments

After market losses and scandals, a primer on balancing your assets Diversity rules »

5 Ways To Save on Your Family Vacation

Before you let the economy cancel your plans, explore these options Ever consider a house swap? »

Investment Advice for Uncertain Times

Will you be able to keep your financial commitments to your grandchildren? See our expert's advice »

How To Turn Grandchildren into Philanthropists

When you get kids involved in charity, you give them a gift that lasts a lifetime Tap into their interests »

How To Choose a 529 Plan

The plans are a great way to save for college. But which should you invest in? Consider these factors »

Step-Family Finances

If you're remarrying, make sure your children know you're still looking out for them And sign a prenup »

How To Build a 529 Account

What every grandparent needs to know about the best way to save for college What can you contribute? »

The Truth About Disinheritance

When a grandchild becomes a black sheep, it may be time to tweak your will What are the consequences? »

5 Things You Need to Know About Inheritance

One financial planner's advice on how to leave a financial gift to your grandchild Don't attach strings »

Managing the Bank of Grandma & Grandpa

This institution should not issue ATM cards or credit cards Spoil them, but know when to say no »

How To Help Your Grandchildren Start Saving

Want to involve your grandchildren in paying for college? Here's how! It's about the lessons, not the totals »

What You Need to Know About Financial Aid

Financial aid is not just for less fortunate families anymore Help grandchildren fill out their forms »

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