Feb 2, 2026 Wealth & Well-Being CPA vs. Financial Advisor: Why You Need Both on Your Financial Team Written by Rachel DeCarolis in collaboration with Lexicon Advisor Marketing Read More
Jan 18, 2026 Wealth & Well-Being Modern Widow's Club Planning for Your Financial Future After Divorce Written by Robin Young Read More
Dec 12, 2025 Wealth & Well-Being Year-End Financial Planning Strategies for Busy Professional Women Written by Julie Roux in collaboration with Lexicon Advisor Growth Read More
Dec 12, 2025 Wealth & Well-Being How to Discuss Wealth and Philanthropy With Your Family at Year-End Written by Rachel DeCarolis in collaboration with Lexicon Advisor Marketing Read More
Dec 1, 2025 Wealth & Well-Being Questions To Ask A Financial Advisor Written by Julie Fortin in collaboration with Lexicon Advisor Marketing Read More
Nov 11, 2025 Wealth & Well-Being How to Create a Consistent Paycheck as a Business Owner Written by Julie Fortin in collaboration with Lexicon Advisor Marketing Read More
Oct 30, 2025 Wealth & Well-Being The Business Owner’s Guide to Building Wealth, Protecting Your Future, and Living the Life You Want Written by Julie Fortin in collaboration with Lexicon Advisor Growth Read More
Oct 7, 2025 Wealth & Well-Being 5 Estate Planning Mistakes Business Owners Make (and How They Affect Families) Written by Natalie Marin in collaboration with Lexicon Advisor Marketing Read More
Jul 30, 2025 Wealth & Well-Being The 6 Aspects of Your Financial Well-Being Written by Alexa Darbe in collaboration with Lexicon Advisor Marketing Read More
May 30, 2025 Wealth & Well-Being LLC or S-Corp? A Clear Guide for Business Owners Written by Julie Fortin in collaboration with Lexicon Advisor Marketing Read More
Apr 22, 2025 Wealth & Well-Being The Business is Not Enough: A Case Study in Diversifying Wealth as a Business Owner Written by Julie Fortin in collaboration with Lexicon Advisor Marketing Read More
Apr 8, 2025 Wealth & Well-Being Modern Widow's Club Understanding Financial Planning For Widows Written by Julie Fortin in collaboration with Lexicon Advisor Marketing Read More
