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The Clock is Ticking – Shared Urgency and the Pressure of Wealth

The Clock is Ticking – Shared Urgency and the Pressure of Wealth

by Gena Rotstein | Aug 2, 2019 | Blog

We all have alarm clocks. Some tie us to our physical life, like meeting notifications and taking food out of the oven. Others are more ephemeral, like the biological clock. Alarm clocks serve a purpose; they keep us on track, they remind us to do things, and in some...

Financial Literacy and Philanthropy: 12 Values-Based Wealth Planning Concepts

by Gena Rotstein | Nov 7, 2018 | Blog

In light of it being #FinancialLiteracyMonth, there are some key values-based financial planning concepts and learnings that we have gleaned from different authors (including Seth Godin and Deitrich Dorner) over the years. You can find their books on our virtual...