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
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
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
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
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
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
Mar 11, 2024 Wealth & Well-Being Financial Planning Tips For Small Business Owners Written by Natalie Marin in collaboration with Lexicon Advisor Marketing Read More
Dec 4, 2022 Wealth & Well-Being Are Your Personal and Business Visions in Alignment? Here’s How to Tell Written by Rachel DeCarolis 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
