Influencers

Who’s had the largest financial influence on your decisions around money?  The answer may surprise you.  Beginning at an early age, it’s natural to absorb opinions and philosophies on money by watching and listening to our parents.  Many of their decisions,...

New Job

You or someone you know may be contemplating a job change this year.  This is no small decision as I learned firsthand when I left my employer and founded a company in 2019.  There are many factors to consider in a new role.  The three themes below (there are more)...

Giving

It’s the season of giving, how much should you give?  Should it be a cash gift or asset gift?  Should you gift one time or on a continuing basis?  Consider the following so your gift may make the largest impact possible. Timing: To qualify for a tax deduction this...

Accountability

I love getting my progress reports each week from Fitbit! Generally showing up each Tuesday morning via email providing me insight from the last seven days of activity. My favorite metrics are my average hours of restful sleep and resting heart rate. There are lots of...

Apples

Our family has a tradition of going apple picking each October. It is a wonderful time to get outdoors, walk the orchard, and taste all the different varieties. The bushel we quickly fill is more than enough to eat, bake, and share with friends and neighbors. Apples,...