by Gena Rotstein | Mar 4, 2019 | Newsletter
Four Green Boxes on a Parquet Floor Click on the image above to read the Winter 2019 K&C Newsletter.
by Gena Rotstein | Feb 7, 2019 | Blog
They say that nothing is certain except death and taxes. Since those two things are inevitable, what can be done to make them less stressful? This is where Philanthropy 3.0 comes in. As a planning tool, Philanthropy 3.0 can work towards wealth management, tax planning...
by Gena Rotstein | Nov 22, 2018 | Newsletter
Click on the image above to read the Financial Literacy Month and #GivingTuesday November 2018 issue
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...
by Gena Rotstein | Feb 26, 2018 | Blog
Earlier this week I attended a workshop hosted by Blackwood Family Enterprise Services, Geoff Badger with Richardson GMP and Wendi Crowe from Miller Thomson. The speaker was Dr. Jim Grubman a psychologist who specializes in helping families walk through the transition...
