We all realize that saving for retirement is important. For many of you, that is why you have partnered with us. But saving for retirement is only part of living an intentional life and using our money intentionally. None of us know exactly how long we will be around and have the health to complete…

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Melinda posted a very inspirational piece last week on resolving to challenge yourself for your 2024 goals. And I hope our clients are motivated to do achieve something great in 2024! My resolution story, sadly, is not about greatness, although I feel it is a challenge for me. My personal weakness recently is sugar. I…

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It’s that time of year again! Surrounded by delicious holiday leftovers, generous gifts unwrapped and a little extra down time, we can pause and reflect on the new chapter that will unfold in 2024.  Have you made resolutions in the past that have fallen short of their goals? Who hasn’t? Yet this season of holiday…

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