Build Better Relationships with Your Clients
The quality of your client relationships is perhaps the most fundamental factor influencing success in the advisory business. With...
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Statistics to Help Guide Your Content Marketing in 2017
The content marketing landscape is rapidly evolving, and firms across industries are focusing more and more on how to leverage...
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The Resurrection of Exemption Planning – The Most Relevant Planning Change in 50 Years
Estate Planning is Dead, and Asset Protection is a Bad-word in California The estate planning industry is at the grave-site with...
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A Second Passport Could Be a Great HNW Insurance Plan
With the election of Donald Trump in November, thousands of Americans threatened to just pack up and go. Indeed, Americans keen to...
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California Private Retirement Plans Offer Attractive Asset Protection Strategies
One of the best ways for California residents to protect assets is the California private retirement plan. Plan assets are exempted...
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Make the Most of Your Travel Rewards in 2017
When it comes to maximizing the value of your various travel rewards programs, it pays to have a strategy for optimizing your...
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New Rules Could Soon Allow In-Flight Phone Calls
A recent proposal from the Department of Transportation could allow airline passengers to make in-flight calls using Wi-Fi. While...
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Social Security Benefits Could Change Drastically
During the 2016 election cycle, President-elect Donald Trump expressed no intentions of making changes to Social Security. In his...
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Sugar is the New Smoking
Across every culture, food is not only a means of sustenance but also an expression of cultural identity. A country’s cuisine is...
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Manage Your Stress with Some Tips from the American Psychological Association
Stress is what we experience when the demands placed upon us exceed our experience to cope. Sometimes stress can be helpful, giving...
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Protecting Client Retirement Assets from Liens and Judgments
High net worth investors are almost universally concerned with protecting their assets from liabilities that can arise. Wealthy...
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Cross Europe by Rail During the Dark of Night
For the romantic traveler pining for the days of yore, nothing is more evocative than the thought of traveling by sleeper train...
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If I’m So Healthy, Why Does My Head Hurt?
You do everything right – you enjoy a healthy diet, you work out, you get plenty of sleep and drink eight glasses of water a day...
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Hospitals Aiming to Improve the Patient Experience
Hospitals are increasingly realizing that improving the patient experience is good for both patient well being and the bottom line...
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IDs from Some States No Longer Valid for Air Travel in 2018
As if flying weren’t trying enough in these troubled times, some air travelers may face a new challenge next year. In January 2018...
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Rare Scotches for the True Connoisseur
The holiday season is replete with merriment, but hidden pitfalls await the unwary among the festive round of parties. Although...
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