Blog
Health Is Wealth: How Improving Your Physical Health May Benefit Your Finances
Researchers found that those with more severe debt may be more likely to have physical and mental health issues, although causality is a challenge to establish.1 Fortunately, taking steps to improve your financial habits may also benefit yo
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From High Income to Lasting Wealth: A Guide for Professional Women
In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have become the
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Hat Bar: Spring Client Appreciation Event for the Ladies
Earlier this month, we gathered at Lone Oak Farms for our Har Bar: Design Your Future event brought together an incredible group of women for creativity, conversation, and meaningful connection as part of our Client Appreciation series.
Read MoreThe Importance of a Mid-Year Financial Review
As we reach the halfway mark of the year, it's a prime opportunity to assess your financial planning goals and review your investment portfolio. This mid-year check-in is essential for ensuring that you stay on track to meet your financial
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New Name, Same Heart
We’ve got big and exciting news to share with you. As some of you recall, we’ve had the pleasure of adding two more members at the end of 2023 to the team, Shawn and Austin, as well as moving to a larger office to accommodate all these...
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Here's What You Need to Know if You're Turning 59 1/2 This Year
There are a couple of meaningful things that happen to “free up” your retirement plans once you attain age 59 ½. Here’s what you need to know if you are approaching this milestone, so that you can make the most of your golden years.
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