Mar 12, 2019 Wealth & Well-Being Paying for College: 3 Smart Alternatives to Borrowing Written by Julie Fortin in collaboration with Lexicon Content Development Read More
Feb 25, 2019 Wealth & Well-Being 5 Money Mistakes and How to Avoid Them Written by Kristina George in collaboration with Lexicon Content Development Read More
Feb 7, 2019 Wealth & Well-Being Looking to Sell Your Business? Here’s Your Financial Planning Checklist Written by Robin Young in collaboration with Lexicon Content Development Read More
Dec 11, 2018 Wealth & Well-Being Take Control of Your Financial Future: A Financial Well-Being Checklist for Women Read More
Dec 7, 2018 Wealth & Well-Being December 2018 Tax Reform and Year End Planning Written by Kristina George Read More
Oct 12, 2018 Wealth & Well-Being Are you Ready to Retire? What you Need to Know About Your Financial Health Written by Julie Fortin & Olivia Luper Read More
Jul 2, 2018 Wealth & Well-Being Behavioral Biases A-Z Summary Written by Julie Fortin, CFP®, FBS® Read More
