18 Oct College and Career Action Plan for High School Students (And Their Families)
Good chance you have more questions specifically related to financial planning for college....
Author: Hilary Hendershott
14 Oct The secret to scaling from six to seven figures
Posted at 20:59h in E-mails
Building a six-figure business is a great accomplishment, but what if there was more in your future? Not necessarily more work, in fact, what if it...
07 Oct Wealth Tomorrow = Doing This Today.
Posted at 20:33h in E-mails
Obviously you know that before you can invest, you have to save. However, knowing this is true doesn’t always make it easy to do. Like working...
30 Sep College Action Plan – Part 3: Paying for life after high school
Posted at 20:10h in E-mails
Hi, it’s your Money Mavens, and we’re wrapping up our three-part College Action Plan series by talking about the big elephant in the room… Paying for...
23 Sep College Action Plan, Part 2 – Preparing for Life After High School
Posted at 19:19h in E-mails
Hi, it’s your Money Mavens, and last week we jumped into the bittersweet conversation about helping your child prepare for life after high school. It’s an...
23 Sep How Do We Pick the Right Funds to Recommend for our Wealth Management Clients?
One of our most important responsibilities as comprehensive financial advisors is investment fund selection and fund recommendation. ...
16 Sep College Action Plan, Part 1 – Thriving During High School
Posted at 10:09h in E-mails
Hi, it’s your Money Mavens, and if your schedule looks anything like ours, it’s a whirlwind settling after the back-to-school rush. School supplies, books, backpacks, practice...
09 Sep SOPs 101 (Standard Operating Procedures)
Posted at 09:50h in E-mails
Hi, it’s your Money Mavens, and we need to talk about the process of freedom in your business. What allows you to… Delegate tasks you no...
02 Sep Student Loan Forgiveness – Who, What, When?
Posted at 08:41h in E-mails
Hi, It’s been big news, so we’re pretty sure you already have an inkling that loan forgiveness is coming (for some). Here are the deets… The Biden-Harris...
26 Aug Best (and worst) financial strategies during market volatility
Posted at 13:17h in E-mails
Hi, it’s your Money Mavens, and yes, the stock market can feel like a rollercoaster at times. Between non-stop news, rising inflation, and whatever’s happening in...