Latest Articles

Advice for family wealth transfers

Roger Wohlner •
Investopedia Stock Analysis

Money conversations between parents and adult children are difficult at best. Issues such as investments, retirement planning, estate planning wishes, and elder care are never easy. A study by Fidelity Investments entitled, Intra-Family Generational Finance Study, highlights some of the key issues involved. A lack of communication and planning can be costly to the family in

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Three strategies to build a strong company culture

Naz Beheshti •
Forbes

While a healthy paycheck is certainly of interest to many of us, the most successful employers have come to understand that pay alone does not attract or retain a company’s most desirable and talented employees. There is now greater employee emphasis on whether the organization aligns with their personal values, purpose, and has a positive

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Successful association leaders do these six things

Bruce Weinstein •
Forbes
Modern residential buildings, new apartment houses with green outdoor facilities in the city

Getty Royalty Free The most successful leaders are men and women of high character. That’s because their honesty, accountability, courage and fairness create tremendous loyalty in the people they lead. High-character leadership also promotes productivity. You want to work hard for someone who treats you with respect and pays you fairly. News about leaders, however, usually

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Nine things to know about homeowners associations

Amy Fontinelle •
Investopedia Stock Analysis

When you purchase a condominium, townhouse or single-family home in a planned development, you must join that community’s homeowners association (HOA) and pay monthly or annual HOA fees for the upkeep of common areas, shared structures and shared exteriors. About one in five U.S. homes belong to a homeowners association, according to a data analysis by

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