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Two Simple Steps For Financial Professionals To Close Their Next Deal

Close Your Next Deal by Considering an Owner’s Wealth Management Needs offers two simple steps to get started in building a relationship with the owner.  This article originally appeared on Middle Market Growth magazine’s website June 27, 2018.

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Strategies For Managing Your Money Amid Tax Reform

For strategies to consider when managing your personal finances, read To Manage Your Money Amid Tax Reform, Channel Your Personal CFO. This article originally appeared on Middle Market Growth magazine’s website November 30, 2017.

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Protecting An Estate During And After Divorce

As a family lawyer, it is important to discuss with your client what can be done to protect their assets in the event they pass away before the divorce is final.  Protecting An Estate During And After Divorce can help you understand the ramifications of divorce on their financial and estate documents.

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The Unlucky Housekeeper

One of the more important and complex financial decisions in a divorce is deciding whether to keep or sell the house.  The Unlucky Housekeeper provides insight on how couples must work together with their attorneys to find creative solutions to resolve the many issues surrounding the marital home.  

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Don’t Let a Divorce Wreck Your Business

Risk? As an entrepreneur, you can handle it.  Recession, loony regulation, stingy lenders, and litigious customers—you’re ready for them all.  But are you prepared for the risk that the person who sits across the breakfast table from you might one day be sitting across the table in an attorney’s office?  Don’t Let a Divorce Wreck Your […]

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Case Study: Financial Planning & Decision Making During a Divorce

While the true cost of divorce is its effect on family, making the wrong financial choices during the process can be just as devastating.  Consider the following Case Study: Financial Planning & Decision Making During a Divorce.

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