Sep 23, 2022

Should you be concerned about embezzlement within your company? Are you certain your financial processes are secure? Can you imagine the devastation it might cause?

Nobody likes to think it could happen to them, but embezzlement and misappropriation of funds can happen on any scale, in any sized firm. Luckily, we have...

Sep 7, 2022

Women have unique issues during and after a divorce - not that men don't have this, but on the aggregate, women are hit especially hard. What are these issues, and how can you, as an advisor, help address them?

Molly Ward is a Certified Divorce Financial Advisor (CDFA), and has years of experience guiding women through...