Continuing our exploration of planning, this month's topic takes a contemplative turn as we delve into a crucial aspect often overlooked—what unfolds when you're no longer able to make decisions in the present moment.

Life is a continuum—an accumulation of experiences that makes us who we are and influences how we view ourselves and the world around us.

The Secret to Realizing your Dreams

For some of you, the mere mention of spring might be met with skeptical glances out the window, where a persistent chill still lingers, and the impending threat of another snowstorm looms.

The Secret to Realizing Your Dreams

As we forge ahead with our monthly planning discussions, the spotlight for this month is on a topic that may seem premature but is undeniably crucial: taxes! You might wonder, why dive into tax talk so early?

Do you feel “in charge” of your financial life? Or do you feel you are being swept along by a set of circumstances that are beyond your control? Do you take responsibility for making your own financial decisions, or do you acquiesce to the plans and opinions of others?

As we step into this new year, let's lay the groundwork for the coming eleven months, aiming to navigate through our goals with minimal obstacles. Our focus for this month revolves around constructing a solid foundation, starting with a comprehensive evaluation of your financial landscape and priorities.

Fresh Perspectives & New Resources to Guide your Giving Decisions

Year End Planning - Our parting thoughts on 2022

Increasing Happiness

When the unexpected happens, look for coffee!