Archive for Wealth Management

May
10

Common Sense Saving

Posted by: Jean Borno, Private Wealth CFOs | Comments Comments Off

Common-$ense $aving

By Jean Jacques Borno

Printed in the ABA Journal

The old-fashioned common sense of our grandparents still stands as a reliable guide to money. Whether you are digging out of holiday debt or managing substantial assets, the principles are similar and are worth repeating.
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May
10

Heading in the Home Stretch

Posted by: Jean Borno, Private Wealth CFOs | Comments Comments Off

With the end of work in sight, a Virginia lawyer brings his retirement up to speed

Printed in the ABA Journal

Kenneth Labowitz gives it about 10 more years. By that time, he’ll be 68, and he an­ticipates having paid for his three chil­dren’s educations as well as coming into some money through inheritances from his parents and in-laws.
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