two women embrace as one holds a white rose
Debt-Free for the Holidays: Giving the Gift of Gratitude
12/23/2017
Lynell Green
Debt-Free for the Holidays Gratitude is such a popular word that we all know the benefits of being grateful and expressing our appreciation. Many of us include gratitude as a daily practice to... read more
Purple piggy bank looking at calculator that says RETIREMENT
How to Avoid Required Minimum Distributions with a Charitable IRA Rollover
12/12/2017
Ray LeVitre
Rollover Beethoven Individuals who amass sizable Individual Retirement Account (IRA) balances face the possibility of incurring significant tax penalties should you fail to begin withdrawing a... read more
Kibikibi partners Emma and Jemma at Kew Gardens
Sustainability, Acceleration, and Laughter - Kibikibi Partners Jemma and Emma
12/04/2017
Julie Fahnestock
Laughter, camaraderie, give and take, vulnerability, and synergy... According to a quick Google search, when you meet someone with whom you share these characteristics, you’ve found your soulmate... read more
money tree - plant growing out of 20 dollar bills
7 Apps to Earn Extra Cash for the Holidays (and Beyond)
11/30/2017
Merilee Kern MBA
Fa-La-La-La-Lots Amid the holiday season where budgets feel squeezed and pinched to the max, there's help in the form of cash-inducing apps! To help make the gift giving gauntlet easier on... read more
Older man and woman smiling while looking at laptop computer
How Retirees Should Handle Stock Market Highs and Volatility
11/18/2017
Ray LeVitre
Ups and Downs The stock market has garnered strong returns over the past few years, however, it has come with extreme volatility with strong swings both up and down. The type of unruly market... read more
Green torn paper with typed words BALANCE SHEET
Next Time You Need a Financial Planner, Hire Mother Nature
11/06/2017
The Emotional Businessist
I read this piece in the New York Times about the steadily increasing rate of loss of animal biodiversity on our planet, and finally decided to write a response that has been percolating... read more
Wedge of cheese on cutting board with herbs and corkscrew
Disrupting Local Living, Investing, and Cheese
10/30/2017
Julie Fahnestock
Peering through the window, San Francisco-based Mission Cheese looks like a cool cheese and wine bar, an intimate and hip place for a date or business meeting. Ask a few questions about the Bent... read more
Hundred dollar bills tumbling out of spilled over trash bin
Here's How Much You Can Really Withdraw in Retirement
10/16/2017
Ray LeVitre
Spend-Down Between the decline in the use of traditional defined benefit plans (pensions) and the heavier reliance upon defined contribution plans (401k, 403b, etc.) by employers, retirees are... read more
Fountain pen writing on life insurance policy document.
Four Reasons Why Women Need Life Insurance
10/04/2017
Merilee Kern MBA
Women missing key piece of financial security & success - What working women, stay-at-home moms, and all other women need to know Now more than ever, women are redefining their roles at... read more

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money tree - plant growing out of 20 dollar bills
7 Apps to Earn Extra Cash for the Holidays (and Beyond)
11/30/2017
Merilee Kern MBA
Fa-La-La-La-Lots Amid the holiday season where budgets feel squeezed and pinched to the max, there's help in the form of cash-inducing apps! To help make the gift giving gauntlet easier on... read more
Older man and woman smiling while looking at laptop computer
How Retirees Should Handle Stock Market Highs and Volatility
11/18/2017
Ray LeVitre
Ups and Downs The stock market has garnered strong returns over the past few years, however, it has come with extreme volatility with strong swings both up and down. The type of unruly market... read more
Green torn paper with typed words BALANCE SHEET
Next Time You Need a Financial Planner, Hire Mother Nature
11/06/2017
The Emotional Businessist
I read this piece in the New York Times about the steadily increasing rate of loss of animal biodiversity on our planet, and finally decided to write a response that has been percolating... read more
Wedge of cheese on cutting board with herbs and corkscrew
Disrupting Local Living, Investing, and Cheese
10/30/2017
Julie Fahnestock
Peering through the window, San Francisco-based Mission Cheese looks like a cool cheese and wine bar, an intimate and hip place for a date or business meeting. Ask a few questions about the Bent... read more
Hundred dollar bills tumbling out of spilled over trash bin
Here's How Much You Can Really Withdraw in Retirement
10/16/2017
Ray LeVitre
Spend-Down Between the decline in the use of traditional defined benefit plans (pensions) and the heavier reliance upon defined contribution plans (401k, 403b, etc.) by employers, retirees are... read more
Fountain pen writing on life insurance policy document.
Four Reasons Why Women Need Life Insurance
10/04/2017
Merilee Kern MBA
Women missing key piece of financial security & success - What working women, stay-at-home moms, and all other women need to know Now more than ever, women are redefining their roles at... read more
Close up of two chrome keys on white background.
Keepers of the Keys: Reimagining the Dynamic Duo
09/25/2017
The Emotional Businessist
If you’ve ever worked in business you’ve probably noticed the overwhelming number of women in administrative positions. According to the census, 96% of administrative assistants in 2010 were... read more
Attractive couple cooking together in kitchen looking at recipe on iPad
Josephine Empowers Home Cooks Through Small-Scale Production and Community
09/18/2017
Julie Fahnestock
What'll It Be? Tapas Tuesday at Patricia’s house. Prahok Khatiss Noodles at Monica and Kelvin’s? Or stop by Kelly’s for Bean Soup with Pancetta? Hungry yet? Sounds better than that frozen... read more
Metal spheres in a circle show example of leadership from the center.
Real Leaders Step Forward When Others Step Back
09/05/2017
The Emotional Businessist
On Monday morning I was in a rare circumstance — the CEO of a large urban bank was knocking on my corner office door, asking to have a few minutes of my time to philosophize about the future of the... read more

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