Blog By: Jessica Smith July 2, 2018 Bridging the Generation Gap: Using Philanthropy to Create Successful Families blog, Philanthropic Planning By: Jeff Jones May 8, 2018 Merrimack Hall Performing Arts Center blog, Non-Profit Spotlight By: Jeff Cedarholm April 26, 2018 A Farewell to Marty Whitman blog, Investment Planning By: Jeff Jones December 21, 2017 Tax Cut and Jobs Act of 2017 Overview blog, Tax Planning By: Jessica Smith December 1, 2017 The Women’s Endowment – For Women By Women blog, Philanthropic Planning By: Lauren Cooper November 28, 2017 2017 Medicare Annual Open Enrollment blog, Retirement Planning By: Jeff Jones November 21, 2017 What is Fee-Only, Fee-Based, and Commissions? blog, Retirement Planning
