Lee Gjertsen

Women who are in the middle of a transition — whether it be a divorce, the death of a spouse, or the inheritance of a large sum of money — often need specialized financial advice, but many of them may not know where to go, says Kimberly Howard, founder and owner of KJH Financial Services in Needham, Mass.

For Jeff Rose, founder and chief executive officer of Alliance Wealth Management in Carbondale, Ill., one of the best ways to communicate with existing clients and to attract new ones is through his blog.

For Jeff Rose, founder and chief executive officer of Alliance Wealth Management in Carbondale, Ill., one of the best ways to communicate with existing clients and to attract new ones is through his blog.