Posts Categorized: News you can use

Corporate Athlete: How Much Sleep Do I Need?

Find out how many hours of sleep you and your loved ones really need!  Refresh yourself on the basics behind sleep! It’s not just the number of hours in bed that is important—it’s the quality of those hours of sleep. If you’re giving yourself plenty of time for sleep, but you’re still having trouble waking… Read more »

Are Your Clients Truly Prepared For The Future?

During the last quarter of 2012 I had to navigate around the hospital/Medicare system with an aging parent who had a stroke.  My parents are college-educated, intelligent, savvy people who had always assured my siblings and me that they had everything under control.  Well, it turns out they didn’t.  And the one person who has… Read more »

Helping High Net Worth Clients with their Philanthropy

Financial advisors should always be looking for opportunities to help their clients in terms of saving them money. You not only deepen your relationship with your clients you provide another reason for them to see your value and referability. This time of year many individuals and families are in a philanthropic mode. How do wealthy… Read more »