Employee Benefits: Don’t Leave Anything on the Table [Watch Now]

Watch the replay of this special edition Coffee & Conversation where we put our private wealth advisors on a panel where they shared their insights on using your advisor to help negotiate your employee benefits. They covered what benefits you can   see more →

Managing Emotions to Promote Better Mental Health [Advisors on Divorce]

We were thrilled to have Julie Danielson, Women’s Empowerment Coach and host of the podcast Get Over Divorce, on our last Done with Divorce to explore mental health. Julie’s expert insights on empowering women through their divorces were

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Transitioning to Medicare: Navigating the Transition Period Before Medicare [Watch Now]

Medicare benefits start to come into play when someone turns 65. But, there are many reasons why someone might lose or relinquishes their current coverage (including unemployment, early retirement, divorce, from employee to self-employed etc.)   see more →

Home Loans & Refinancing Due to Divorce [Advisors on Divorce]

Knowing the finer details of a home loan or when to refinance your home can be challenging enough on its own. Add the complexity of a divorce and it can be confusing. We had a quick chat with Scott Silverstein, Mortgage Consultant at Caliber   see more →

Espresso Shots – Umbrella Liability Insurance

When exploring insurance options with our clients, we commonly cover umbrella liability policies. But what are they? What are the benefits? How can you leverage them to help manage your wealth? We sat   see more →

A New (and Sustainable) Road to Retirement [Watch Now]

Thanks to an ever-evolving workforce, retirement doesn’t look exactly like it used to even 15 years ago. Early retirement, second-act careers, tax laws, retirement account options, and more are all factors that   see more →

Tips About Mediation for Divorce from a Retired Judge [Advisors on Divorce]

Not all mediators are created equal. We invited the Honorable Lorraine Nordlund, retired judge and mediator for AIM Independent Mediation, LLC., to explore her insights on mediation from the distinct perspective as a retired judge. Listen to the

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Virtual Vigilance: Protecting Yourself from Scams & Frauds in a Digital Age [Watch Now]

As technology gets more sophisticated, so do scammers who leverage it for monetary gains or to get access to personal information such as social security numbers and bank account information. And here’s a scary fact: nationally, 11% of adults (more than 25 million) were victims of some sort of scam during a one-year   see more →

Getting to Know Yourself & Finding Love Using a Matchmaker [Advisors on Divorce]

It’s Not Just Self Care. It’s Self-Compassion. [Advisors on Divorce]