4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

7 mins read

This Mom Co-Founded A Company While Raising Six Kids!

I believe every mom has super powers. Some we exercise everyday, while others lay dormant, waiting to be activated.Im excited to introduce you to some supernova mamas in a series were calling MOMMIES DO THE MOST AMAZING THINGS, hoping these incredible moms, who exercise their powers for the good of their families and for others, will encourage us all.Fittingly, since autism is such a personal cause of mine, were launching …

5 mins read

Listen Up Pile or File People — It’s Time to Get Organized!

Pick up the latest copy of a hot home magazine and youll find glossy photos capturing sleek images of perfect homes and offices. Its so alluring, but honestly, where is all of the stuff? Do these people live real lives? The short answer is no. Even if youve gone paperless and now read your news online and receive your bills electronically, paper clutter is still never going away. There are just some documents that you need to have around. So, first remember that its ok to have some stuff and then figure out if you are a file or a pile person. Do you like everything tucked away or do you prefer to have stacks at the ready? Whether you are a color-coded file person or a towering pile of papers person, we have some tips to keep it all under control.

10 mins read

The Five Things I Learned In My Rookie Year Being A Working Mom

This Fall, I celebrated my first anniversary of returning to “working mom” after becoming a first-time mother. Ironically, in the same month, I started a new job. In retrospect, it’s not a coincidence. They say the first year is the hardest for significant life changes. It’s a period of unknowns, new obstacles, and inevitable mistakes made along the way. And frankly, since I don’t have much to compare it to at this point, I’d say year one of being a working mom was quite the cluster.