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Monday Morning Motivation – Enough

Monday Morning Motivation – Volunteer

Where would you most like to volunteer?

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Risk vs. Volatility – Know the Difference

Last week ended and this week started with extreme market volatility—which is MUCH different from risk. Read on to understand the difference.

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Financial Tips With Josh Duncan (Video) – Saving for Retirement

Here we offer a brief overview of commonly available retirement plans, including key differences between 401(k), IRA, and Roth IRA accounts and a few of the benefits they offer.

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Monday Morning Motivation – Remodel

Are you willing to remodel your life?

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It Is NOT Normal to Be Average!

People like to think of investing in terms of averages. This is simply not reality—and, furthermore, it can be very dangerous to your financial health.

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Monday Morning Motivation – Apathy

Are you choosing love or apathy?

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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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Monday Morning Motivation – Vulnerability

Have you embraced vulnerability in your life?

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JOIN OUR MAILING LIST

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!

Want to learn more about how we can serve you?