Planning and Advice

Dealing with financial windfalls

Becoming the lead advisor to a recipient of a financial windfall can be one of the most exciting and professionally satisfying engagements of your career. But the role often demands a broader approach and keener sensitivity than is required in most client relationships.

By Stanley M. Tepner |February 15, 2011

9 min read

Easy ways to enhance your business

I really did plan to eat healthier this year but after hanging out at my friend’s party a few weeks ago, I realized it’s tough to change your ways when hot wings, beer, chips and pizza keep calling your name — followed by the eventual moan from heartburn.

By Keith Pangertitsch |February 15, 2011

6 min read

Best Practices: Of books and social media

When there is motivation to do so. I think that if you have any interest in writing or getting better as a writer then you should challenge yourself. I had a boss at one point in my working career who used red pen a lot - and I mean a lot - so my desire to write a book started with that and a whole lot of ideas I had in my head.

By Joanne Ferguson |February 15, 2011

5 min read

Research or marketing gimmick?

I hopped on to my computer recently and typed in the phrase “scientific method” into a familiar search engine just to see what came up.

By John J. De Goey |February 14, 2011

3 min read