Category Archives: Blog

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, […]

Mental Health and Finances

How does one preserve their mental health while experiencing an economic downturn? Dr. Yewande Olamide is a physician, mental health advocate, financial literacy educator, and speaker with whom I had the pleasure of speaking. Yewande was an ER physician for 10 years until she took a break from being burnt out, which ushered her into […]

Stella!

So we got a dog. It wasn’t a pandemic or empty nester thing. It was a phone call from a friend who breeds dogs, indicating she was having a litter of Bernadoodles and knew we would be interested, and she was right. I grew up with cats, and my husband grew up with dogs and […]