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    This is Your Brain on Retirement

    November 21, 2017

    Preparing for Clients’ Cognitive Decline Older clients may experience cognitive decline and memory problems that can lead to loneliness and other negative emotions.  Understanding the ways in which clients’ cognition may change—and helping them plan for intellectually stimulating activities—can lead to better outcomes in retirement. To read the full article in the Financial Advisor, click: This is Your Brain on Retirement.

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  • Mergers and Acquisitions/Exit Planning - QuickRead Featured - QuickRead Top Story

    Exit Planning as a Strategic Business Tool

    July 12, 2017

    Focus on Value Management In this article, the author discusses the importance of using business value as the baseline driver of business performance and how we use it as a measurement of success.

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    3 Tips to Stop Feeling So Overworked and Overwhelmed

    June 28, 2017

    If you are feeling stressed and overworked, it is time to re-evaluate your choices.  This article offers three tips for adding more balance to your day. To read the full article in Inc., click: 3 Tips to Stop Feeling So Overworked and Overwhelmed.

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