February 2023 Newsletter

February 2023 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Laying The Groundwork For Tax SeasonSmart moves at the beginning of tax season can help get your financial house in order. Contrary to popular...

January 2023 Newsletter

January 2023 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Financial Resolutions for 2023Start the new year right by reviewing and revamping your financial plan. Instead of hauling out those familiar New...

December 2022 Newsletter

December 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Give Wisely to MaximizeYour Charitable ImpactContribute to the causes you care about with strategies that match your intentions. Two studies...

November 2022 Newsletter

November 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.A PERPETUAL THANKSGIVING“I am thankful for what I am and have. My thanksgiving is perpetual.” Henry David Thoreau, 1865 As you celebrate...

October 2022 Newsletter

October 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.The Wealth Transfer: financial literacy and family valuesIt can be difficult to not only know when to start talking about money with your heirs but...

September 2022 Newsletter

September 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.529 Plans - Which Education Expenses are Considered Qualified?September is traditionally back to school month, and whether your child is K-12 or...

August 2022 Newsletter

August 2022 - NEWSLETTERHelping people intentionally design their wealth in a way that shapes their most inspired life.Bright days, and bright ideas to keep your finances on trackIt’s summertime! Thoughts of warm sun on your face may be top of mind – but a financial...

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