Latest Articles

How to make your workplace ready for Gen Z

William Arruda •
Forbes

Photo credit: Getty Royalty Free Generation Z is about to change the face of the workforce. These new workers don’t remember a world without the internet and smartphones. They’ve witnessed hard times for their parents during the Great Recession. They’re coming of age in the era of #MeToo. And no, they’re not Millennials. The older

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Beginner estate planning for millennials

Douglas A. Boneparth •
Investopedia Stock Analysis
Focused serious couple checking bills sitting together at kitche

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are

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If you lead an association, you really need to read this

Bruce Weinstein •
Forbes
Colorful apartment condos with bright blue sky

Getty Royalty Free If you’re an association leader, this column is for you. I’ve been interviewing successful association leaders from a wide range of disciplines. I asked each person, “What is one piece of advice you’d give to someone just starting out?” There was little overlap in what each leader said, and their suggestions apply

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Estate planning answers for ‘hard’ assets like art, heirlooms

Grant Rawdin, CFP®, Founder, CEO, and J.D. •
Kiplinger
Printers tray oddments

As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, many people are focusing on how to facilitate the flow of their assets to their children, grandchildren and great-grandchildren. While passing along more liquid assets like stocks, bonds and cash can be straightforward, “hard” assets like property, art and

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