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Why Female Lawyers and Executives Should Hire a Financial Advisor

February 2, 2021

“Shall I have breakfast today, or grab something on the go?” “Which book should I read next?” “Which pair of

January 14, 2021

Wealth management can for many reasons often present a challenge for lawyers, especially female lawyers, and never more so than

January 5, 2021

In a recent blog we shared some important things to know if you think you want to invest in rental

December 9, 2020

One of the most frequent comments we hear from clients is that they’d like to have rental properties for passive

May 12, 2020

The CARES Act was enacted on Friday, March 27,2020. This Act was created to provide financial relief from the COVID-19

April 10, 2020

You are no doubt reeling from the recent events attributed to COVID-19. Stress and fear weigh on all of us

March 9, 2020

The SECURE Act has made this one question you want to know the answer to. Why? Because the sweeping changes

February 10, 2020

It happens. Life happens, bad financial decisions happen, credit card or loan payments are missed, and unfortunately, sometimes bad credit

January 13, 2020

In the past few months I’ve been asked by several clients how to build credit. While these individuals may be

June 7, 2019

How did the new tax changes work out for you? Did you wind up owing more than you expected? Or