Art - Buy Smart, Own Smart, Plan Smart

April 11, 2019

While investing in art isn’t new, the trend has been growing as a way to diversify portfolios with alternative investments that are aligned with buyers’ passion or goals.

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Finances after 40

March 13, 2019

Women, on average, have 42% less in retirement income than men. Our financial advisors offer practical steps that women over 40 can take to meet their retirement needs.

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Caring for Aging Parents

November 20, 2018

As a wave of boomers age, more Americans will require elder care. There are important steps that families can take now to prepare for this inevitable event.

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Love & Marriage

September 11, 2018

Attorney Leah D. Setzen of Grunyk Family Law and Wealth Advisor Christina Castrejon, CFP® touch on issues too important to go unaddressed concerning marriage and divorce.

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