September 30, 2020
managing the emotional complexity of estate planning

Managing the Emotional Complexity of Estate Planning

Estate planning, an essential part of sound financial stewardship, is nevertheless a process fraught with emotional implications. After all, estate planning contemplates the handling of assets and other matters following the death of the owner of the estate. For family members, longtime business associates, and others, this somber reality is […]
September 23, 2020
Financial Planning & Investment Tips for Executive Women

Financial Planning and Investment Tips for Executive Women

Many women in the Baby Boomer generation and those close to it had their most formative years during a period when women weren’t typically considered financial decision makers. And yet, they came of age in a time of sweeping change, including the mass entry of women into the workforce and […]
September 17, 2020
tax strategies for 2020 retirees

Tax Strategies 2020 Retirees Should Keep in Mind

If you retired or plan to retire in 2020, there are a few special opportunities for some smart moves that could save you money at tax time, next April. And of course, there are also some tried – and – true principles to keep in mind regarding your retirement income […]
September 8, 2020

Diversification: Your Best Friend for the Long Haul

We often speak with clients about the importance of diversification in their investment holdings. But what is diversification, exactly, and how does it affect your portfolio? If diversification is so great, how do you achieve it, and how do you maintain it? We all know the old saying, “Don’t put […]