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Lessons learned: The value of the exit interview
How to learn from attrition and emerge stronger.
Business Ownership
Expand your entrepreneurial reach with a new business
Whether it’s to diversify your existing offerings, position your firm for future growth or amplify returns, investing in a new business can be both thrilling and complex.
Business Ownership
Read
Read
Should you invest in the family entrepreneur?
Considerations for navigating the tricky waters of the familial and the financial.
Business Ownership
Protecting your privacy from data brokers
A practical guide to reclaiming your personal information.
Technology & Innovation
As the tax law sunset nears, review savvy gifting solutions
Things to know before estate tax laws sunset in 2025.
Estate & Giving
Read
Full hands, full hearts: becoming a caregiver
Caring for a spouse or parent is a love story that, like others, has obstacles to overcome.
Family & Lifestyle
Read
Correcting your retirement course
Plan B can turn into something beautiful.
Retirement & Longevity
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How to address career breaks
No longer red flags, resume gaps are getting a rebrand.
Business Ownership
The friendship wealth gap
The do’s and don’ts of navigating mixed-income relationships.
Family & Lifestyle
Commonsense tactics for maximizing productivity
Leverage your team members' strengths and use top talent strategically.
Business Ownership
How to manage caregiving while working
For individuals in caregiving roles, the combined pressures of work and home can become overwhelming. Support from employers can make all the difference.
Family & Lifestyle

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Charles Alfaro

Raymond JamesRaymond James
  • Palm Desert - 3ET: 73130 El Paseo Suite O Palm Desert, CA 92260
  • D: 760.862.6749
  • Map & Directions
  • Map & Directions

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