Wealth Transfer: More than Just Assets

Wealth Transfer: More than Just Assets

In dealing with families on a holistic planing level, we often provide guidance on wealth transfer.  Given the uniqueness of family dynamics, these discussions can surround many topics. Assets aside, wealth transfer should also be accompanied by knowledge transfer in...
A Convenient Way to Get Away: Timeshare Basics

A Convenient Way to Get Away: Timeshare Basics

With days now longer and weather warmer, it is easy to slip into a daydream envisioning getaways and escaping the four walls of your home or office.  While travelers are more frequently looking for a place that provides space and relaxation rather than nightlife and...
Resources for Hurricane Season along the Atlantic

Resources for Hurricane Season along the Atlantic

With the official start of hurricane season along the Atlantic Ocean only recently behind us, it is a good time for homeowners in the area to revisit safety and risk concerns. The season runs from June 1st through November 30th, and an active year is anticipated:...
Details on Mortgage Forbearance Program

Details on Mortgage Forbearance Program

While there are many relief programs and packages being introduced to Americans as we navigate the pandemic crisis, it is important to understand those that do or do not apply to your personal situation.  Not all offerings are favorable, with fine print presenting...
Jennifer Wolfsberg Featured on Radio Entrepreneurs

Jennifer Wolfsberg Featured on Radio Entrepreneurs

Managing Principal Jennifer Wolfsberg was recently featured on Radio Entrepreneurs, an internet radio show and podcast that shares the stories of entrepreneurs in the interest of giving more exposure to innovative and fast moving companies, while creating a knowledge...