Our Thought Leadership
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Giving Time, Talent, and Treasure: A Holistic Approach to Philanthropy
As a financial advisor, I am passionate about empowering others to make wise financial decisions and achieve long-term success. While my expertise lies in the treasure aspect of financial management, I firmly believe that true fulfillment and impact come from giving not…
Preparing Young Adults for Financial Success: 5 Crucial Lessons Before High School Graduation
In a previous blog, I delved into the pivotal role parents, particularly mothers, play in shaping their children's relationship with money. Today, I aim to expand on this concept by discussing the most crucial financial lessons we can impart to young adults as they prepare to…
Passing Down Financial Wisdom: Lessons from a Working Mom and Financial Advisor
The influence of mothers on the family budget and their children’s spending habits cannot be understated. As the primary decision-makers in many households when it comes to shopping, gift purchasing, and managing kids’ activities, we often face the dilemma…
Family Farmland: Navigating the Tough Decision of Selling or Operating for Future Generations
As a financial advisor, I have seen many of my clients struggle with the decision of whether they should sell their family farmland or continue operating it. It’s a tough decision that requires a lot of careful consideration. In the end, it all depends on your priorities and goals…