Jul 28, 2019 | Retirement
In early April this year, CenterBridge partners Joe Lazzaro and Pat Mahardy invited approximately 20 clients to a retirement-readiness session called Mindful Retirement at the Mirbeau Inn & Spa in Skaneateles. Joni Youngwirth, a managing principal with our...
Jul 25, 2017 | Archive, Estate Planning, Retirement
Maybe you and your family have already attempted to have “the conversation.” You know the one: the discussion about your and your spouse’s assets and what will be done with those assets during the rest of your lives and after you pass away. Perhaps,...
