What Works

Do You Have Enough to Retire

Columnist: Roger L. Gainer
Mar, 2018 Issue

During a recent conversation with my wife’s friend, she mentioned that her financial planner advised her to work three more years before retirement. Since she doesn’t particularly like her current job, I asked if she would like to retire now and she said she hadn’t acquired a large enough nest egg based on what her adviser told her. I asked her how much income she needed and she didn’t know.

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How to Shop for a Smart Security System

Author: Gary Kallman
Dec, 2017 Issue

Steve Jobs predicted it more than 30 years ago, and he nailed it. Indeed, computers are our primary mode of communication; wireless mobile computing is commonplace; and technology is continuously faster, cheaper, better – and more useful. By the end of this decade, it’s expected that as many as 50 billion devices will be online. What’s more, smart computing has made its way into our hands, enabling you – from just about anywhere in the world – to control, automate, and monitor activities in your home and business via the ubiquitous Internet of Things (IoT). That’s great news for you – and your business – because it means, at your fingertips, you can have greater control and flexibility over your home and business environments. This gives you greater efficiency/lower expenses, better safety, tighter security, and communication by voice and/or video when you need it.


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8 Tips for Couples to Improve Financial Communication

Author: Ryan Mason
NB Persepective, Jan, 2017

8 Tips for Couples to Improve Fiancial Communication.

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How to Avoid the Top Five Wealth Predators of the Affluent

Author: Bruce Frankel, MBA, CFP, AIF, CEPA
NB Persepective, Jan, 2017

The key is to know and understand these threats, and to develop and implement, a plan to mitigate (or eliminate) the risks wherever possible.

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Planning for Long-Term Care

Author: Art Neibrief
Dec, 2016 Issue

Hoping you'll never need care is a desire—not a plan.

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A Fresh Look at Benefits What You Need to Know

Author: Stephen McNeil GBA
Nov, 2016 Issue

Whether you’re a new employer looking to offer benefits or a rapidly growing one looking to start over to attract a new type of employee, ask these questions to tailor a benefits package perfect for your firm.

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Website Security is Your Business

Author: Kevin Gallagher
Oct, 2016 Issue

Website hacking is on the rise, but there are steps you can take to protect your site.

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The Y Model: Changing Entrenched Employee Behavior

Author: Karen Alary
Sep, 2016 Issue

Saying “I have to share some of the responsibility here,” can be a very powerful statement.

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Promote Employee Strengths: Ask What They Want

Author: Mariah Shields
Jul, 2016 Issue

There are two strategies to promoting employee strengths that will be mutually beneficial to both employees and companies.

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6 Basic Steps to Legacy Planning

Author: Ryan Mason
Jun, 2016 Issue

What long-term impact do you wish to leave to the people and causes that are important to you? Legacy questions are tough, and estate planning—an essential part of documenting your intentions—can be complex. One way to get the process started is to consider these basic steps.

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Five Ways to Create and Promote Sustainably Focused Marketing Promotions

Four Things You Never Knew About Trust Funds

The Benefits of Giving

Author: Mariah Shields
Jan, 2016 Issue

If a nonprofit has cash but not a team to help it fulfill its mission, the vision will never come to life.

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Small Business Lending

Author: Paul Yeomans
Nov, 2015 Issue

Finding the right financial partner for your small business.

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Outreach and Marketing: Get Their Attention

Author: Tom Jackson
Sep, 2015 Issue

The quality and quantity of marketing can make or break your business.

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“Tell Me About Yourself”: How to Put Together 
a 90-Second Answer

Author: Peter K. Studner
Aug, 2015 Issue

If you've previously stumbled over this interview question, here's a sure-fire way to ace it.

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How to Avoid Business Writing Mistakes

Author: Robin Noelle
Jul, 2015 Issue

Writing is a skill like any other, and it requires practice and education to develop.

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Pros and Cons of Cloud Computing

Author: Steve Farmiloe
Jun, 2015 Issue

What is cloud computing—and why should you care?

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Five Things You Must Know About Your Financial Adviser

Author: Roger Gershman
Feb, 2015 Issue

Whether you invest for your business or your personal life, the decisions you make can increase or shrink your company’s reserves and personal wealth.

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In this Issue

If Old Vines Could Talk

When Edoardo Seghesio left Italy in 1886, little did he know that he was on his way to building an American winemaking legacy. Seghesio left his family’s vineyards in the Piedmont region to jo...


When the smoke cleared last fall in Wine Country after the most destructive firestorms in California history, the hospitality and wine industries quickly mobilized to bring back tourist dollars, esp...

The Arts

Travelers from around the world make Northern California’s Wine Country a coveted destination. Excellent wine is undeniably a powerful lure, but Sonoma and Napa counties have more to offer. Al...

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