November 2, 2020
How to Manage Your Money and Reduce the Stress
Have you ever heard these words? “Control what you can control.” It’s easy to say but this year, far harder to put into practice. Among employed adults in 2020, 68% report their job or employment has been negatively impacted by […]
July 13, 2020
The Financial Importance of Taking Time-Off
Are you inclined to work through the summer without a break? Given how 2020 has been going, that may not be the best choice. Here’s why… For people fortunate to continue working through the pandemic, most worked as if it’s […]
June 29, 2020
Kindness & Compassion as Common Ground
If you’re searching for a common ground that has positive implications for both you and for others, kindness and compassion is a good beginning. Kindness and Compassion is the starting point for us. Why begin here? We’ve often thought about […]
June 22, 2020
Getting Fit: A Financial Wellness Checklist
If you’re reading this you probably have a few questions about your finances. You’ve come to the right place! So, you’re clearly interested in gaining more knowledge about your own personal finances and we’re glad you’re here. “Financial wellness, put […]
September 13, 2019
Does Money equal Happiness?
According to a recent survey, 92% of people surveyed say nothing makes them happier or more confident than having their financial house in order. But, does money equal happiness? This is an ongoing conversation. Does money make you happy or […]
June 18, 2019
Do you Know Your Retirement IQ?
Imagine… Imagine rolling into the operating room where you are scheduled for surgery. Then, imagine being handed the scalpel and the nurse saying to you, “You’ll be operating on yourself today.” This is how millions of Americans approach retirement. The […]
January 15, 2018
Savvy Women Take Charge of Their Financial Future
The facts speak volumes…Today women are the primary breadwinners in 44 percent of the U.S. households. 38% of women out-earn their husbands and it is estimated that women will control more than 67% of the wealth by the year 2020. […]
August 7, 2017
We Americans could use a good dose of lazy to be more productive and Financially Well!
It’s August, are you reading this while on vacation? In the US, between July and August, many Americans take a little time off. While it’s usually a week or so for most, we recently met with someone who was German. […]
June 26, 2017
What does Financial Wellness mean to you?
Some say it’s as simple as living within your means. Others might see the tie-in to an intricate balance of the mental, spiritual and physical aspects of money–or having an understanding of your financial situation and taking care of it in […]
June 12, 2017
40’s…if you haven’t yet, it’s time to get serious
Many wonder in their 40’s, “Am I doing the right things?” Home, kids, student loans… What about the costs of college and lingering credit card debt? For some, you’re well underway with your budget and planning. For others, there’s a […]
