6 mins read

When Competition Crosses the Line into Toxicity

Last spring, something happened that really made me pause. I realized what happens when competition crosses the line into toxicity. My daughter came home unusually quiet. Not her usual after-school burst of stories and snacks and backpack chaos… just… quiet. I sat with her, and it took a while, but she finally told me what was going on.

9 mins read

Earth Day Spotlight: Meet Carson With Charity Arrows

You know those amazing stories that instantly touch your heart and bring you joy? This is one of those. Charity Arrows, strives to empower and uplift children and community organizations through sustainable and innovative means. Their organization is dedicated to turning old, unsalvageable, or discarded arrows and repurposing them into meaningful treasures such as pens…

4 mins read

 The 6 Financial Habits Of Mentally Strong People for 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?

6 mins read

2022 – How To Choose The Path You Want To Follow

Happy New Year! Not to be nosy, but how are you feeling about it so far? I hope your answer isn’t “overwhelmed,” “frustrated,” and/or “exhausted.” In case it is, however, I have a bit of been-there-done-that perspective to offer. With my clients, I often hesitate to broach the topic of elevated expectations, lofty resolutions, and…