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The Power of Partnership
Last summer, if you were to ask me, “How’s the summer going, Liz?” I would have said I was happy, but there was so much change. I experienced personal changes – a change in daycare, my husband’s job, and a move (which is a lot!). But also, our company...
On Turning 65
In my career, I have witnessed other professional practices, like a law or CPA practice, who have a lead advisor get to the age of retirement – and yet, the person remains in the practice. In the past, I jokingly referred to this person as “The Grand Old Man”. As I...
The Financial Confidant
“And how is his spirit?” I asked. “Oh…” Silence. Tears began seeping from her eyes. “I’m sorry. It’s been really difficult lately between us.” She found herself in my office with a straight-forward agenda: An investment account and her spouse’s...