The Next Chapter E1 In the first episode of The Next Chapter, a former business owner turned advisor shares her personal finance journey and passion for helping others plan for life’s next stage. Listen now.
Jackie, Twain, and the CPI Walk Into a Bar… Jackie Wilson said, …, no, wait. That’s the title of a Van Morrison song. I was thinking of Mark Twain. […]
Happy February! Hello, Greetings and Salutations. Happy Abraham Lincoln (12th), Susan B Anthony (15th), George Washington (22nd), and (belatedly) Punxsutawney Phil (2nd) […]
How Sara Penny Found Freedom Through Hiking and Financial Planning On a recent episode of the “Health and Wealth” podcast, I had the pleasure of speaking with Sara Penny, an […]
Contrary to Commentary E2 Tune into our latest podcast episode, where we discuss the concept of financial freedom and how personal values shape financial behaviors and lifestyle choices across different generations.
Maximize Your Employee Assistance Program to Make 2024 Your Best Year Yet! My mission continues, my friends! If you missed my last post, 2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money […]
2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money on the Table! This year, I am on a mission! A mission to help my fellow millennials and other generations maximize employer retirement […]
Gotcha Politics For some time now, and more recently to a much larger degree, “gotcha” politics has become popular. Gotcha politics can […]
Life Lessons from My Father: A Financial Advisor’s Perspective Boy, do I need to hear what I am about to write. I am a few weeks into my father’s […]
Press On Good Steward Daffy and Elmer break into a warehouse and start helping themselves to some heavy oak barrels. “Is this whiskey?” asks […]
Are You Helping Your Children to Your Own Financial Detriment? Polarizing post alert. I’ve had numerous conversations with people over the past year who provide or are considering providing financial […]
How Does Your Financial Garden Grow? One of my favorite 4-H projects as a kid growing up in Marion County was the Seminole Garden Project. Named […]
