Estate Planning Basics: The High Cost of Failure to Communicate

October 13, 2016 10:11 am

When I am discussing money with clients, the elephant in the room is “inheritance.” For the generation above, this means how much they want to leave to heirs and how they want the assets divided.  For the generation below this involves how much an inheritance could affect key choices they make about where they live, […]

Purse, Power and Planning: a Roundtable Discussion Just for Women

October 10, 2013 12:00 am

Betsey Purinton, CFP® (Managing Director and CIO) and Christine Canapari (Financial Advisor and Manager of Client Service) moderated   “Purse, Power and Planning: a Roundtable Discussion Just for Women” on October 9, 2013. Str…