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The Boutique Lawyer Show: Investing in the right technology By Robyn Tongol|10 May 2021 Onboarding the right kind of technology at the onset of COVID-19 was paramount for Michael Solari, who believes it is always important to keep looking at different ways that we can improve our processes, our systems and our resources. In this special episode of The Boutique Lawyer Show, produced in collaboration with Thomson Reuters and recorded at the 2021 Boutique Law Summit, host Jerome Doraisamy is joined by Solai & Stock owner Michael Solari to discuss why it was essential for his firm to identify the...

How To Stay On Track With Your Financial Goals in Continued Uncertainty GOBankingRates 2/6/2021 © Shutterstock.com MAN, Office, desk, laptop Due to a global pandemic, 2020 was a year of great uncertainty and unknowns. 2021 will also face similar challenges as we close in on a year since the U.S. began instituting lockdowns. Responses to the virus, including shelter-in-place orders and other safety protocols and restrictions, have had a significant impact on the economy, leading to the first real economic downturn since the Great Recession of 2008. By May of 2020, 14 million Americans fil...

Why You Shouldn’t Hire Your Parents’ Financial Advisor © (Getty Images) Two business women at the cafe restaurant discussing during coffee break Millennials and Generation Xers who need advice on retirement and tax planning should conduct research before choosing a financial advisor and not hire the one who worked with their parents. The financial goals of Gen X and Gen Y do not always mirror what their parents faced, says Michael Solari, principal of Solari Financial Planning in Bedford, New Hampshire. Both generations are dealing with larger amounts of debt while also saving money fo...