Desert Moon Financial & Insurance Solutions LLC

10/16/2026

Daily Tip

Track your spending over 1 month by things and experiences.
Then, look back and think about which brought you more happiness.
(Having vs. Doing)

10/14/2026

Daily Motivation

"Optimism is the faith that leads to achievement. Nothing can be done without hope and confidence."
- Helen Keller

10/12/2026

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable

10/10/2026

I'm excited to announce that I’ll be hosting the 2026 Advisor Symposium on Wednesday, November 4th.

This year’s event brings together an exceptional lineup of experts, including professionals Steve Parrish, Alan S., Gassman, Kathleen Bilderback, and New York Life Corporate Vice President Allen Hensley.

The program will explore current strategies in wealth transfer, estate planning, business succession, and income tax planning strategies through engaging case studies that reflect a range of client situations and planning objectives. Participants will gain practical insights into advanced techniques and the value of multi-disciplinary collaboration to address complex client needs. Download the flyer to learn more and follow the link to reserve your seat today.

https://bit.ly/3TAofK9

10/09/2026

Daily Tips

Cultivate a habit of saving a portion of your income regularly. Consistent saving builds financial resilience over time.

10/07/2026

"Success is not final. Failure is not fatal: it is the courage to continue that counts." Winston Churchill

10/05/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

10/02/2026

Daily Tips

Recognize the connection between mental and financial well-being. Manage stress and prioritize self-care to maintain a healthy relationship with money.

09/30/2026

Daily Motivation

"I can be changed by what happens to me, but I refuse to be reduced by it."
- Maya Angelou

09/28/2026

The FIRE movement has evolved beyond early retirement. Learn how Coast FIRE, Barista FIRE and financial flexibility are reshaping retirement planning.

Early retirement isn't the only goal anymore. Here's how today's FIRE movement is shifting toward financial flexibility and making work optional.