Mother’s Day isn’t about flowers.Or chocolates.Or brunch reservations. It’s about time. When that day comes, you will feel the weight of everything unsaid.The questions you never asked.The stories you never knew.The wisdom that left with her. We often reach for greeting cards, flowers, and gift cards on Mother’s Day.But what if this year, we reached…
Remarrying? Let’s Get the Money Talk Right This Time. (Part 1) You’ve been here before.The wedding planning. The merging of lives. The blending of finances. But this time, it’s different. You might have kids. You might have a business. You might have a retirement account or house you’d prefer not to hand over to the…
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…