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To Roth or not to Roth, that is the question!

Is a Roth IRA or traditional IRA your best option now? Read on to learn about several tax scenarios that may surprise you!

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Monday Morning Motivation – Oblivious

Is there any area in your life where you are oblivious?

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Social Security Timing – Getting it Right!

When should YOU begin taking Social Security? Read on to learn what you need to know!

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Monday Morning Motivation – Repeat

What are you doing to avoid repeating your mistakes?

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Is the IRS discouraging your generosity?

Is the IRS preventing you from being as generous as you want to be? Read on to learn how 2 tax rules for gifting can benefit you!

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Monday Morning Motivation – Why

Are you starting with your why?

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How to Get an Extra 208 Hours per Year!

Want 208 hours back over the next year? Easy, go on a financial-news detox. Read on to find out more.

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Monday Morning Motivation – Pride

Have you ever considered the similarities between pride and humility?

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Time to Prepare Your Taxes

No, I am not crazy. It is the start of May, and it is EXACTLY the right time to prepare your taxes. Read on to learn why!

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Each week you’ll receive two sources
of inspiration from our team.

Every Monday we offer you our Monday Morning Motivation, a little dose of encouragement to help you start your week feeling motivated and inspired.  

On Fridays, you’ll receive our Friday Five to share some brief thoughts that will help you transition from the work week to the weekend with some inspiring wisdom about the Five Fs of life.

We consider it a privilege to have you join our community and we’ll always honor our relationship. We look forward to welcoming you to the family!

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