4 Things to Consider Before Committing Financial Support to Your Adult Children

A large part of being a parent is making our children’s lives easier which often comes in the form of committing financial support to those adult children. But before writing a check or making a deposit through Venmo to your children, ask yourself these four key questions: 1. What, specifically, is this money for? The [...]

By |2023-03-15T10:20:06-05:00February 23rd, 2023|Family, Kids, Multi Generation, Purpose|

Does FOMO Hold You Back?

What are you missing out on? Probably not as much as you think. But in our hyper-connected world with its 24/7 news cycle, the Fear of Missing Out (FOMO) has made many people focus more on what they're not doing than on what they are doing. That can lead to some bad decisions and missed [...]

By |2023-01-27T14:33:18-06:00January 17th, 2023|Investing, Purpose|

Don’t Forget Those in Need After the Holidays

The outpouring of giving and goodwill during the holidays always makes a special time of the year feel even more precious. Unfortunately, holiday generosity isn't enough to sustain the important missions that charities and nonprofits carry out during the rest of the year. And as the fellowship of the holidays and the excitement of a [...]

By |2023-01-27T14:21:59-06:00January 5th, 2023|Purpose|

Don’t Let Holiday Stress Get the Best of You

Are you feeling the crunch? With the holidays in full swing, the stress from all that planning, shopping, entertaining, and traveling might be starting to mount. And in between wrapping presents and baking cookies, you still have work to do, your kids still need help with school, and your heart still needs that 30-minute morning [...]

By |2022-12-28T13:21:43-06:00December 16th, 2022|Purpose|

Could You Benefit from a Personal Board of Directors?

CEOs at large organizations usually have a network of close advisors, c-suite executives, and stakeholders who hold them accountable for achieving important tasks. In her book Building Career Equity, expert consultant Jan Torrisi-Mokwa proposes that we all do the same. This idea could be especially beneficial if you don't have the kind of built-in accountability [...]

By |2022-11-04T09:56:46-05:00October 19th, 2022|Purpose|

Finding Purpose in the Everyday

What is your money’s purpose in your life? That's maybe the most important question that our planning process helps people to answer. If the purpose of life was just to make more money, then no one would ever stop working. The best uses of our time and our money lead us to more meaningful experiences [...]

By |2022-11-04T09:13:39-05:00August 16th, 2022|Purpose|
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