Newsletter

Finding “Flow”

Ever felt so absorbed in a task that time seems to fly by? That's the "flow" state – a psychological sweet spot where you're fully immersed, losing track of everything else. Now, imagine experiencing this with your finances. Financial flow isn't just about numbers;...

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At the top of your list

As we celebrate the holidays, I want to wish you and your loved ones a joyous and peaceful time. Now is when we often reflect on what truly matters in our lives, and I hope that your financial wellness and overall happiness are at or very near the top of your list....

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Wrap it up right`

We’re in the final stretch of 2023, and if you find yourself absorbed in the holiday hustle and bustle, let’s take a moment to pause and reflect.Reflecting on financial behavior at the end of a year can be especially illuminating. What obstacles did you face this...

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Can you keep a secret?

We all love a good secret. And this time of year is chock full of them. Whether it's wondering who’s on Santa’s nice list, to choosing the perfect gift for a loved one and brimming with anticipation while you wait to see their face light up as they open it, that...

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Crossing your T’s in 2023

The final two months. That’s right, holiday shoppers, we’re down to 7 weeks left in 2023. And as we quickly approach the end of the year, it's natural to pause and reflect, taking a moment to recognize what you’ve been able to accomplish so far, and let that then spur...

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