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How the COVID-19 Pandemic Increased Charitable Giving

The COVID-19 pandemic impacted every facet of life, and shutdowns and layoffs have fueled great need in the U.S. Thankfully, there is good news…

Four Good Ways to Protect Your Assets During Divorce

High net worth couples tend to face several unique and specific issues during a divorce. Last month, I wrote about the divorce team you…

Investment Advice for Women in Transition

According to AARP, almost two-thirds of women between the ages of 40 and 79 have experienced a significant financial transition (source). These transitions typically…

Immediate Actions to Take if You Acquire Sudden Wealth

Are you prepared for what to do if you acquire sudden wealth? Selling your company, benefiting from an IPO, inheriting a large sum of…

The Divorce Team You Need To Protect Your High Net Worth

Divorce is a complex process that affects just about every aspect of your life, from financial to emotional, physical to legal. For affluent couples…

How to be Fiscally Responsible During Times of Uncertainty

With the current market volatility and economic uncertainty we are facing in our nation currently, many people find themselves stressed about money and their…

My Quarantine Fitness Story

How These Times Require Passion and Perseverance I would have to sum up Quarantine Fitness with…” Where there is a will, there is a…

The Insurance Policies Every High Net Worth Individual Should Consider

High Net Worth Individuals (HNWI) often have higher risk exposure and more complex insurance requirements. HNWIs are sometimes more prone to legal action from…

Four Ways to Ensure Your Kids Don’t Grow Up Entitled

Today’s society sends a lot of powerful messages to both kids and parents. One of the most prevalent is, “The more you give your…

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