Hey there, Michael here. Happy Friday to our community of savvy financial planners and business owners. Whether you’re just starting your financial journey, navigating the middle stages, or nearing the later years of your life, achieving financial security requires a clear and simple plan. One of the most effective ways to approach this is by…
Every December 31st, I embark on a transformative journey by writing a letter that reflects on the past year and sets intentions for the next. Since 2008, this powerful practice has been my compass, guiding me through professional challenges, health setbacks, and treasured family moments. Here’s why it’s a game-changer and how you can experience…
Hey, Michael here. Happy Friday to our community of savvy planners. It’s that time of year again—Medicare enrollment. Think of it as your annual “Let’s get covered and stay covered” ritual. I know I know—there are more exciting things on the to-do list, like watching paint dry or reorganizing the junk drawer. But a little…
Hey – Michael and Ashley here. (Ashley likes the pumpkin-spiced everything – Michael not at all) Happy Friday to 1,066 Business Owners and Professionals focused on growing their net worth. Here is a planning tip to take action on before the Holiday Madness takes over. Did I mention that it is Forty-one (41) days until…
Hey there! Ashley here. I’m the practice manager at Tannery Company. When I’m not wrangling the endless energy of my two elementary-aged daughters, I’m busy helping our clients get their estate plans in order. And let me tell you, if you think parenting requires planning, estate planning is a whole new level. Will You or…
Hey there, Michael here. Investing is like a puzzle with constantly changing pieces. It seems straightforward—until it isn’t. We’ve all heard the stories of someone making a killing on a hot stock or riding the crypto wave to quick riches. These success stories are not just rare occurrences; they are within reach for those who…