Measure Twice, Saw Once: Building Our Next Chapter Each day at work I help clients write the next chapter of their financial lives. Behind the scenes, my husband […]
Rainy Days and Mondays Don’t HAVE To Get You Down Well, hello, hurricane season, wherever have you been these last eight months? The folks at the National Oceanic and Atmospheric […]
The Longest Days and the Deepest Breaths There’s a specific kind of magic that settles over the Florida coast in mid-June, when summer finally finds its rhythm. […]
Happy 529 Day: A Simple Way to Jump-Start Education Savings The youngest of the millennial generation are just turning 30 this year! Whether you’re a millennial or related to one, […]
Now What From the “Who has it worse” department comes this: I was driving home and could see something distracting on my […]
Girls Just Wanna Have Fun…And Celebrate Women’s History Month! March is an exciting time of year: the birds are chirping, flowers are blooming and spring is upon us. You […]
Contrary to Commentary E15 Explore multigenerational wealth and stewardship, from saving strategies to preemptive giving, with insights that blend financial wisdom and real-life stories.
The Long View E6 with Jimmy Williams, Jason Williams, and Kelsey Elmhorst Wesche Discover how family values, hard work, and financial wisdom are passed through generations in this heartfelt episode on legacy and smart decisions.
Living a Life of Gratitude Many new investors want to know how to find certainty in the pursuit of “financial security”. It’s usually a long, […]
The Next Chapter E10 with Tammy Wright Discover how a life-changing career transition and six-month sabbatical helped Tammy reinvent herself.
Designing Your Dream Retirement: It All Starts with a Plan One of my favorite books about retirement is “How to Retire the Cheapskate Way,” by Jeff Yeager. I read it […]
How Broken Teeth And A Belt Size Prove Investing Requires Discipline I came across a link to a USA Today article on the internet the other day. After the requisite clicking […]
