The Family Firm Inc.

• Pledging to Care

  By Olivia Mellan  |  April 29, 2013

  The Pledge to Care helps establish an understanding among family members about why and how they will approach managing an elderly parent’s financial affairs, should it be necessary.

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  When Older Clients Falter: Mary Malgoire on Advisors’ Role

  By Olivia Mellan  |  April 29, 2013

  Advisors may be the first to see signs of mental decline in older clients. Mary Malgoire, founder of The Family Firm, an advisory firm in Bethesda, Md., has given this issue a great deal of thought.

• NAPFA Elects New Board Members; Two Organization Veterans Return to Leadership Roles

  By Joyce Hanson, AdvisorOne  |  July 7, 2010

  The National Association of Personal Financial Advisors (NAPFA) has elected two new members to its national board to help guide the professional association for fee-only advisors over the next three years, NAPFA announced Wednesday, July 7.

• Going Solo

  By Staff Writer  |  February 1, 2001

  For the self-employed and other free agents, retir