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2 mins read

Santa Has Some Consistency Issues…

November 21, 2013December 3, 2014 Julie Cole0

There is one big problem with the awesome and much adored Santa. Mainly, that he is fictional.This becomes problematic because it means every family has a different Santa, which causes consistency issues.We’verun into this problem with the Tooth Fairy as well. I know a kid who gets $20 for every lost tooth. Short of banning said kid from my home, I had to do some expectation management with my little tooth …

4 mins read

The 6 Financial Habits Of Mentally Strong People for Year-End Planning

November 14, 2023November 15, 2023 Winnie Sun0Tagged Emotion Control, finance, Financial Advisor, Financial Goals, Financial Habits, Financial Independence, Financial Learning, Financial Success, Financial Well-Being, Investment Strategies, Living Below Your Means, Mentally Strong, Pay Yourself First, Personal Finance, Positive Outlook, Wealth Building, Wealth Management, Year-End Planning

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

2 mins read

Hummus Stuffed – Ripe Olives for the Holidays

November 1, 2023November 6, 2023 Guest Writer0Tagged family, healthy, holidays, recipe, snack

The following post was written by Lori Pace. Holiday party time is ALMOST here, and let’s be honest, who doesn’t want their dish to be the talk of the town? We can decorate every corner of our home and give the best gifts, but often, what most people will remember is the food! I love…

6 mins read

How To Become Your Own Personal Trainer

October 5, 2023October 5, 2023 Ashley Marriott0Tagged exercise, fitness, health

Hiring a personal trainer is an excellent way to ensure you will get your workouts done. If you are currently working with a personal trainer or have had one in the past, you probably realized that one of the benefits of hiring a trainer is ACCOUNTABILITY. When you schedule and pay for the training session…

4 mins read

Five Best Practices for School Success

October 3, 2023October 5, 2023 modernprincess0Tagged advice, education, learning, Parenting, school, tips

“You don’t have to make it perfect, but you can make it great.” – Alessio, my 5-year old son, advising his frustrated little sister on why her squiggly lines are okay in her first attempts at writing the alphabet

It’s back-to-school time again. In families across America the homework showdowns have already begun. Parents struggle with homework almost as much as kids do. After a full day at school, it’s hard to get …