By Angela Baker, JD, CFP®, CDFA®, RICP®, CLTC, CASL®

You never really know a man until you have divorced him.” – Zsa Zsa Gabor

Oh, Zsa Zsa certainly knew a thing or two about divorce.

By Kristan L. Anderson, CEBS®, CFP®

I’m an idea person. I have a lot of ideas and get excited about them and even start implementing many of them. But without certain expertise and the appropriate runway to fully realize these ideas, they may get lost in the day-to-day process of living and working and managing a department and a household. I’m sure a lot of you can relate. 

By Cheryl Langston, CFP®

Earlier this summer, a family friend was involved in an accident, which required emergency surgery. His family was not close and he had no estate planning documents.

By Dan Trosch, CFA®

Investors have waited over 11 years for international stocks to take the lead from U.S. stocks. While the shift is occurring at a glacial pace for long-term investors, waiting for change is not an appropriate strategy.

By Matt Cohen, CFP®, CIMA®

For most of my professional career — and adult life for that matter — the ability to deftly juggle multiple tasks at once was a skill set I was quite proud of.

By Rick Gibson, CFP®

We are in the midst of odd times, which become stranger by the day. I have been working from home for about two weeks now with no gym, no sports, and no new faces.

By Angela Baker, JD, CFP®, CLTC, CASL®, RICP®

As we all deal with the new reality around the COVID-19 virus, the requirement to maintain “social distancing” has presented scammers with yet more opportunities to take financial advantage of people.

By Kristan L. Anderson, CEBS, CFP®

Back in August 2016, I wrote an article in this newsletter about Generation X, my generation.