by Laura Bereiter | Jun 11, 2020 | Financial Plan, Knowledge Base
Is it time to introduce your financial advisor to your adult children? You’ve likely had a relationship with your financial advisor for many years now. Your advisor knows a good deal about you and your family, but what does your family know about your advisor? Would...
by Laura Bereiter | Feb 24, 2020 | Best Practices, Knowledge Base
Your health and travel. Zipping up your suitcase and heading to the airport to embark on a new adventure is exciting. But the to-dos that happen before you leave might not generate the same level of enthusiasm. For example, booking flights, confirming accommodations,...
by Laura Bereiter | Dec 18, 2019 | Knowledge Base, Wealth Management
In early September, I started on a journey to become brave. I spent every Tuesday evening for 10 weeks at the Brave New Workshop as part of the Brave Tuesdays program. To oversimplify a truly great program, we focused on going from fear-based behaviors to a discovery...
by Laura Bereiter | Oct 22, 2019 | Knowledge Base, Wealth Management
Tricks and Treats While our business offerings aren’t conducive to any “pumpkin spice” variations, we couldn’t resist an opportunity to incorporate the Halloween spirt into this latest blog post. Money and finances continue to be topics that illicit fear, stress and...
by Laura Bereiter | Sep 23, 2019 | Knowledge Base, Wealth Management
Open Enrollment Cooler temperatures and colorful leaves are the most obvious signs that we’re about to transition seasons. The new season also means the arrival of the annual open enrollment email in your inbox. It’s easy to make this decision on...
