Articles By Us
Financial Planning
- "Money
Attitudes - How People Talk Themselves Out of Financial Planning"
by Elfrena Foord; Financial Planning Encyclopedia
- "Unlocking Wealth in the Closely
Held Business" by Elfrena Foord; Comstock's Magazine
"Diapers to Dormitories" by Laura Harger Pajak; Parental Guide to Money Management
Retirement Plans
- "Minding Your Money:
Take Your 401(k) Seriously" by Carol Van Bruggen; Sacramento Bee
Business Owners Retirement Plan Survival Guide, Co-Authored by FVB&E Partners
Inheritance Planning
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"Roadblocks and Bridges in Estate Planning" by Elfrena Foord and Chuck Ebersole; Journal of Practical Estate Planning
- Survival Handbook for Heirs , Co-Authored by FVB&E Partners
Charitable Giving
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"Philanthropy 101: Donor-Advised Funds" by Elfrena Foord;
Journal of Financial Planning
Investment Planning
- "Minding
Your Money: Track Return" by Carol Van Bruggen; Sacramento Bee
Client Service
- "The Value of 'Beyond Expectations' Service" by Chuck Ebersole; LIMRA International Publication
