Ensure Your Life Wishes Are Granted Through Effective Estate Planning

Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do with your assets when you’re no longer around to enjoy them? [...]

By |2023-05-02T11:06:19-05:00April 19th, 2023|Investing, Purpose, Retirement|

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|
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