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Financial Poise Columns

Lee Eisenstaedt Financial Poise Leading With Courage

Leading With Courage

By: Lee Eisenstaedt

A Financial Poise column intended to help high-potential and/or high-performing people better prepare to seize their leadership moments. 

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Rhonda Ducote Apriem Advisors Financial Poise

Taking Charge: Helping Baby-Boomer Women Through Financial Transition

By: Rhonda Ducote

A Financial Poise column exposing the gender gap in investment management and wealth strategies, and why the industry needs to pay more attention to “Boomer” women in transition. 

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Gerry Notowny, Financial Poise

Sophisticated Planning Strategies that You’ve Never Heard Of

By: Gerry Nowotny

A Financial Poise column that dives deep into private placement life insurance (PPLI), annuities, tax planning and investment managers.

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Meghan Nugent SpencePC

Intellectual Property, Cybersecurity and Creativity

By: Meghan Nugent

A Financial Poise column teaching readers the basics of intellectual property and cybersecurity through real world examples. 

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Understanding Estate Planning – It’s Not Just Death and Taxes

By: Michelle Huhnke

A Financial Poise column dedicated to the idea that a complete, thoughtful estate plan can protect you during your life, provide security for your loved ones, promote family harmony and save taxes.

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Jonathan Friedland

Random Musings About Stuff People Should Understand

By: Jonathan Friedland

A Financial Poise column dedicated to the belief that most things in life are not that complicated, even though some people have a vested interest in trying to make you think they are.

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Tracy Treger

Location, Location, Location

By: Tracy Treger

A Financial Poise column highlighting the tips, tricks and tools you need to know to successfully invest in real estate.

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Adam Hirsch

(Alleged) Frauds, Fakes and Ponzis

By: Adam Hirsch

A Financial Poise column dedicated to exploring the who, what, where, when, why and how of fraud litigation.

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EBITDA and Other Scary Words

EBITDA and Other Scary Words

By: Yesenia Cardona, Charles Saydek and William Ryan

A Financial Poise column dedicated to the reality that if you don’t understand your numbers, you don’t understand your business.

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Carrie Weiner Rosenbloom

Lifecycle Management for Business Success

By: Carrie Weiner Rosenbloom

A Financial Poise column dedicated to the belief that success in business is meaningless without success at home.

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Get Financially Fit

By: Michelle Gershfeld

A Financial Poise column dedicated to the idea that your financial health starts with how successfully you manage your money.

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