About Carol Maurice

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So far Carol Maurice has created 112 blog entries.

Issues to Consider When Updating Estate Planning Documents

Life can bring about swift changes, causing your estate documents to fall out of sync with your current circumstances. We can help you assess crucial factors when updating your estate planning.

2023-09-28T08:25:44-04:00September 28, 2023|Categories: Estate and Trust, Wealth Management|

Vital Signs: The State of the Markets Q2 2023

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

2023-07-31T15:53:47-04:00July 31, 2023|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs|Tags: , |

Life Insurance Policies: Issues to Consider

Life insurance is key to comprehensive financial planning, whether it serves a traditional risk management function or is used for business succession, estate planning, or income replacement. This checklist addresses crucial factors for selecting an appropriate policy.

2023-07-21T10:21:42-04:00July 21, 2023|Categories: Wealth Management|Tags: |

Pension Benefits: Which Option is Best for Retirement?

After you retire, your pension plan typically offers you at least two alternatives: a consistent income stream or a one-time lump-sum payment. Which alternative suits your circumstances the best?

2023-06-26T09:14:28-04:00June 26, 2023|Categories: Retirement, Wealth Management|Tags: |

PBMares Announces a New Resource to Assist Businesses and Organizations

AdvisoryWATCH provides expert guidance to empower executives, entrepreneurs, and managers with the knowledge, strategies, and inspiration necessary to thrive in today's dynamic business landscape.

2023-07-31T10:15:23-04:00May 31, 2023|Categories: News Releases|

Vital Signs: The State of the Markets Q1 2023

Vital Signs: The State of the Markets is a quarterly overview of key trends and market conditions in the capital markets in which PBMares is active and engaged. Download our key takeaways.

2023-06-02T10:46:50-04:00April 27, 2023|Categories: Business Advisory, Business Valuation, Transaction Advisory, Vital Signs|Tags: , |
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