Alexander NewmanJul 7, 20232 minSecuring Your Retirement: Why Kaiser Employees Need a Financial AdvisorRetirement is an exciting milestone that opens up a new chapter of life. However, for employees of Kaiser Permanente, it can also come...
Alexander NewmanJul 6, 20232 minNavigating Your Inheritance: The Vital Role of a Financial AdvisorReceiving an inheritance can be a bittersweet experience, often accompanied by a complex mixture of emotions. As well as being a potent...
Alexander NewmanJul 5, 20232 minThe Crucial Role of a Financial Advisor When Selling or After Selling Your BusinessSelling a business is an enormous milestone for any entrepreneur. It often represents years, if not decades, of hard work, commitment,...
Alexander NewmanJul 4, 20232 minEmbracing the Digital Era: Why Baby Boomers Should Consider a Virtual Financial AdvisorAs we navigate the 21st century, the landscape of finance is being redefined by a digital revolution. This wave of transformation, which...