Helping Those In Need

Many of you contribute money to your church, synagogue, and favorite charities. The question here is: Are you maximizing your output? A significant number of the charities in the area…

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Happy Father's Day

We believe that financial wealth is important. We also believe that family and relationships are a different type of wealth that is as or even more important. Whether you are…

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Grateful on 9/11/14

Today marks the 13th anniversary of an event in our history that I look back on with reverence for those who were lost and with immense gratitude for the lives…

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Be Empowered

You may know that I am a huge proponent of lifelong learning and that I continue to invest significantly in my own academic and personal growth each year. I find…

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Choppy Waters

Hello All, What a great weekend here is the Northwest! My mom was in town and I got to spend some extra time out on the boat with my daughter…

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Wow, What a Coincidence!

We launch our site explaining the benefits of a fiduciary relationship and the New York Times decides to print an article on the front page of their business section on…

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