Susan’s Blog

How High-Net Worth Couples Can Avoid Fighting Over Finances

The Benefits of Working with Fiduciary Financial Advisors

A Multidisciplinary Approach to Wealth, Tax & Estate Planning

Effective Estate Planning Through Family Meetings

Financial Planner, Stock Broker or Wealth Advisor: Which One Is Right For You?

Death of a Spouse – Managing Finances during This Difficult Time

Changing Advisors: Short Term Pain for Long Term Gain

6 Tips for Effectively Managing an Inheritance

How To Determine If You’re Financially Prepared for Retirement

Family Finances: 3 Tips to Manage Relationships & Money Simultaneously

Robo Advisors: What They Can – And Can’t – Do

Summer Reading Recommendations

The Importance of Having an Independent Wealth Advisor

When to break up with your advisor (and how to do it)

Sudden wealth – how not to blow it

The Value of a Fireproof Safe

Today’s affluent investors: insights and …

Health care concerns remain top of mind for many