Blog

Medical Concierge Services: Providing Travelers with Peace of Mind

Leisure travel can be one of life’s greatest pleasures. What defines a perfect trip differs from person to person, but most would agree that it is a time to be eagerly anticipated, richly experienced, and fondly remembered. When you set off on an adventure, be it across the continent or the globe, it’s doubtful that […]

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The Kolbe Communication Tool

“Communication,” derived from the Latin word commūnicāre, means “to share.” The Online Etymology Dictionary defines it as, “the activity of conveying information through the exchange of thoughts, messages, or information, as by speech, visuals, signals, written, or behavior. It is the meaningful exchange of information between two or more living creatures.” Effective communication is essential […]

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WSJ: “Cloud Photo Storage – The Best Ways to Bank Family Pictures”

If you are like me, you have photographs in frames and albums, in boxes, on your phone and tablet, on a thumb or external hard drive, and maybe even on a roll of film stashed somewhere long forgotten. In other words, memories scattered all over! What’s the best way to store these for safe keeping […]

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Recommended Listening: An Interview with James Rickards

As our Clients know, some members of our team are ravenous consumers of financial news and information, poring over articles, watching YouTube interviews, listening to podcasts and interviews, and trying to keep a broad survey of an ever-changing landscape. On occasion, a piece of media cuts through the noise with such clarity and substance that […]

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Financial Planning for Non-Traditional Couples

Marital status has wide-ranging implications when it comes to estate planning, from tax filing to gifting, medical and financial powers-of-attorney to titles and properties, guardianships and adoptions to marital/cohabitation agreements. With so much on the line, it’s no wonder that the changing landscape of marriage (and, indeed, the evolving definition of the word itself) has […]

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WSJ: “The Family That Stays Together”

For those of us fortunate enough to have close family ties, gatherings with parents, siblings, aunts, uncles, and cousins are (largely) fun occasions, centered around holidays and birthdays, full of the sounds of family life: enthusiastic conversation, children playing joyfully under the dining room table, perhaps music and toasting of cocktails. For one family in […]

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