Creating a Financial Vision Board

This month Jackie is discussing strategies for creating a financial vision board in 2023. We hope you are keeping a positive mindset for a successful year ahead. It is time to start thinking about making this year your best financial year. Let’s talk about building the financial vision board. Start by sharing some of the […]

Everything is Fluid

Another holiday season and year have passed with no-go boots or bright pink hot pants beneath the tree. I suspect that’s a good thing. The psychological implications should I have been the recipient of those Christmas gifts would be cruel, scarring my family’s psyche. No fruit cake this year. Actually, there hasn’t been for the […]

Combating Quiet Spending

Tis the season. Jackie starts off this week’s solo live with bubbly Christmas music as she ushers in the holiday season. The topic is combating quiet spending, and she touches on how to close some of those loopholes that could be eating into our finances especially as we get excited about the holidays! Starting out […]

Gifts to Remember

My mother did not have that je ne sais quoi regarding gift giving. She gifted things she denied herself, then was pissed they weren’t received with the same appreciation she would have for them. Ironically, that experience taught me the art of gift-giving. The golden rule being it must have the person’s tastes and likes all over […]

Retirement Planning For Business Owners

I had an informative session with Jeremy on retirement and exit strategies for business owners. If you are a business owner and you’re wondering what retirement would look like for your business, you have come to the right place. Jeremy Harvey’s goal is to support the next generation of leaders. He is currently the Peer […]

Don’t Pull the Goalie

Nothing like a paradox around a socially explosive subject matter. Especially with the mid-term elections upon us. Recently Gabrielle Blair Published a book titled “Ejaculate Responsibly.” She’s a mom to six, a Mormon and explains how best to prevent unwanted pregnancies. Though evident, she shines the universal truth on the elephant in the room. A […]

Top Issues Clients Face with Retirement

This month I had the pleasure of speaking with our in-house Certified Financial Planner Jin Lee to discuss some of the issues clients face with retirement. I will discuss some of the issues clients face with retirement planning and tips to prepare financially for retirement. Longevity means people can spend up to 40 years in […]

A Fait Compli

We are a generation of women that witnessed the longevity of Queen Elizabeth’s service until she would crossover, and that time has come. Queen Elizabeth came from the same generation as our mothers, guiding us with the sensibilities they acquired from that time. I admired her nonnegotiable position and unwavering integrity, consistently demonstrating loyalty to […]

Back to School for Co-Parents

For many parents, the lead-up to September marks an expensive and hectic time. This is especially true as the cost of living reaches record highs and your back-to-school shopping list keeps getting longer. For separated couples in this uncertain economy, splitting school costs while avoiding money arguments may seem harder than ever. But don’t worry, […]