We Help wealth holders

08/26/2026

Back to School time! It’s been a long summer, and it’s time to get back to class and crack those books. We send our best wishes out to all of our scholars this year, including those starting out at a new school or maybe gearing up for graduation.

08/14/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

08/07/2026

Retirement can bring both challenges and opportunities for women who have spent years focused on their careers. Check out this article for tips and strategies on how to navigate this significant transition and make the most of your retirement years.

Tips and strategies for women approaching retirement to ensure a smooth transition.

08/03/2026

📝✨ August is Make-A-Will Month! ✨📝

In that spirit, we're raising awareness about the importance of creating a will. Now is the perfect time to have your wishes clearly outlined. Or if you have a will, August is a great time to review it and see if it remains aligned with your wishes.

Creating a will isn't just about assets; it's about leaving a legacy, making your intentions known, and thinking about your loved ones' future.

Here are a few reasons why having an up-to-date will is essential:
Your Loved Ones: Outline how you want your family to be cared for, especially any children under 18.
Manage Conflicts: Clear instructions can help during disputes and misunderstandings.
Your Legacy: How will your assets, possessions, and digital presence be distributed and managed?
Have Your Affairs in Order: Comfort for you and your loved ones.

Let's make this month count by taking steps towards your future! Have you already started? Share your thoughts and experiences in the comments below. 👇💬

📜🔒

07/31/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.

07/26/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

06/12/2026

National Homeownership Month isn't just about buying a house.

It's about what a home represents inside a larger financial life.

For current homeowners, that might mean thinking about how your home connects to your broader goals. For those still renting, it might mean revisiting the timeline and understanding what steps could move things forward.

Either way, housing is one of the biggest financial decisions most people make—and it deserves more than a passing thought once a year.

If you'd like to talk through how your home fits into your bigger financial picture, I'm always happy to have that conversation.



Source: Fred.StLouisfed.org, October 1, 2025

06/10/2026

Tax reminder! Your second-quarter estimated income tax payment is due on June 16, 2026.

If you're self-employed or earn income that isn't subject to withholding, now is the time to make sure your payment is on track. Don't wait until the last minute—a missed or underpaid estimated tax payment can mean penalties come filing season.

Not sure how much to pay? A good rule of thumb is to pay at least 90% of what you'll owe this year, or 100% of last year's tax liability—whichever is smaller. If you want more specific information, check with your tax, legal, or accounting professional.

06/07/2026

🎗️ National Cancer Survivors Day: A Celebration of Life, Awareness, and Hope 🎗️

Join us in honoring those who have battled cancer and raising awareness about the ongoing challenges survivors face. Let's come together to inspire hope for the future! 🌟

Organized by the National Cancer Survivors Day Foundation, this day is for everyone with a history of cancer to connect, celebrate milestones, and share their powerful stories. 💪❤️

📅 Save the Date: National Cancer Survivors Day® is celebrated on the first Sunday in June. In 2026, we’ll celebrate on June 7th. Let's make it a day to remember! 🎉

06/07/2026

Here's a number worth sitting with: as of late 2025, the U.S. homeownership rate stands at 65.7%.

That's roughly two out of every three households.

And it's held steady—even through elevated mortgage rates and shifting market conditions.

What that tells us is that homeownership is still deeply woven into how Americans build their financial lives. It remains one of the most common ways families create memories and connect with the community.

If you're among those two-thirds, this month is a good moment to reflect on what that decision has meant for your household. If you're working toward it, know that millions of others have walked that same road.



Source: Census.gov, September 9, 2025