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The Multiplier Effect

Forbes.com author Bridget Brennan noted in a powerful article1 “Women have a multiplier effect. They are multiple markets in one.” She goes on to explain… Read more Read more

Taxes and Your Board of Directors

Taxes and Your Board of Directors Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a… Read more Read more

Estate Plans: A Part Of Your Financial Health

Estate Plans: A Part Of Your Financial Health Estate plans are not a simple “set it and forget it” set of documents. It needs to… Read more Read more

The Client Experience

The Client Experience The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,… Read more Read more

The One Conversation You Need to Have With Your Parents Now

For the first part of our lives, our parents are caregivers, then advice-givers and then sometime around mid-life, the tables often start to turn. They… Read more Read more

Life’s Transitions and Finances: Marriage, Divorce and Widowhood

Life changes like marriage, divorce and widowhood are considered among the most stressful to endure. That pressure is intensified when one’s finances are out of… Read more Read more