Opening a new building is a time of excitement and dread. Excitement, as a new building may yield increased efficiency, improved patient care, heightened service and new technology. Dread, as risks ...
The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...
In the home stretch of the fourth quarter of the year, financial planner Rupa Pereira of Apex, North Carolina-based FWJ Planning and Erin Wood, the senior vice president of financial planning and ...