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Join date: Feb 7, 2025

Posts (9)

Dec 24, 20253 min
Why the Sandwich Generation Needs More Than Just Financial Advice: They Need Understanding
The term “sandwich generation” refers to adults who are simultaneously caring for their aging parents while supporting their own children. This group faces a unique set of financial, emotional, and logistical challenges that can feel overwhelming. While financial advisors provide essential guidance on managing money, retirement planning, and investment strategies, the sandwich generation often needs more than just numbers. They need understanding and personalized support that addresses the...

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Dec 23, 20253 min
From Boomers to Beneficiaries: The Philanthropic Shift in Wealth Transfer
The largest wealth transfer in history is underway, as Baby Boomers prepare to pass on their accumulated assets to the next generation. This transition, often referred to as the "Great Wealth Transfer," is not only reshaping financial markets but also redefining philanthropy. With trillions of dollars expected to change hands in the coming decades, how wealth is managed and directed will have lasting effects on communities, institutions, and charitable organizations. For those seeking...

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Oct 15, 20251 min
Upcoming Client Experience: A Virtual Tasting Tour of Spain
When:  Thursday, November 13th at 3:00 p.m. PT / 6:00 p.m. ET Where:  Online – from the comfort of your own home Join us for a culinary journey through Spain  with the experts at Caputo’s Market & Deli , renowned purveyors of fine foods and artisan delicacies. Together, we’ll explore the flavors, stories, and traditions that make Spain’s regional cuisines so distinct — and so beloved. During this interactive virtual tasting, Caputo’s guides will share how Spain’s vibrant food culture has...

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