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Boomer women leading when it comes to wealth

Haleh Moddasser of Stearns Financial notes that boomer women control much of the wealth right now/

Connecting with clients requires advisors to show their own vulnerability

Text for Holiday Cards to Grieving Clients | Wealth Management

The holidays are not always "happy" for all clients.

Church of the Cross to host Being Mortal series

Grieving the loss of a loved one and accepting our own mortality are not easy for most of us. That is why Church of the Cross (Presbyterian Church USA) in Hoffman Estates is holding an ecumenical/interfaith series starting Sunday, Oct. 9, on "Being Mortal, Navigating Grief and Planning for the End of Life Decisions."

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