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After 16 years as a High Net Worth Private Banker I opened my firm in 2011 to create an unbiased and client-centered wealth management firm. As an independent advisor I can now solely focus on helping clients define and pursue their unique goals. Read More
Balanced Money | Balanced Life
Companies often take an interest in education. Some involve themselves in community outreach efforts, sending employees to teach financial literacy or educate students about careers that demand knowledge of a particular field of study. Others have foundations that provide financial support to school districts. Recently, a new model of assistance was introduced. Pathways in Technology […]
It doesn’t take a degree in finance to see the cost of college continues to rise. In its 2010 report, the College Board reported that public four-year institutions raised prices 5.6% annually between the 2000-01 and 2010-11 school year. Put another way, a $5,000 education in 2000-01 is projected to cost $8,622 in 2010-11.