Practicing Gratitude – In the Spirit of Thanksgiving

In a season where it can be easy to be overcome by stress, practicing gratitude can have significant mental, emotional, and physical benefits.

As we enter our second holiday season under the shadow of the COVID-19 pandemic, it can be easy to be overcome by stress, frustration, and uncertainty. It can all feel a little overwhelming, even as we approach Thanksgiving – a time when many of us try to focus more on the things we’re thankful for. If you’re struggling to get into the Thanksgiving spirit, practicing gratitude may be the key. In this episode, we discuss six ways you can start your own gratitude practice – and reap the benefits all year long.

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The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

Learn how investing with intention can help align your portfolio with your long-term goals, values, and financial priorities.

Investing with Intention: Aligning Your Portfolio with Your Long-Term Goals and Values

It’s easy to think about investing as a numbers game. Market returns, account balances, and performance headlines often dominate the conversation, making it seem as...

Explore how raising financially confident kids through open money conversations can help shape lifelong financial habits.

Raising Financially Confident Kids: Conversations That Shape Lifelong Habits

When many people think about teaching children about money, they picture lessons on saving, budgeting, or spending wisely. While those skills are certainly important, some...

Discover how navigating money and marriage with clarity and compassion can help strengthen your financial partnership.

Money and Marriage: How to Navigate Financial Dynamics with Compassion and Clarity

Money is one of the most common sources of stress in relationships, yet conversations about finances are often about much more than dollars and cents....

Financial planning for fulfillment means aligning your wealth with your values and the life you most want to live.

From Success to Fulfillment: Turning Financial Goals into a Meaningful Life Vision

We spend a great deal of time planning for financial success. We spend far less time asking what success is supposed to give us. Not...

Values-based financial planning helps you align your money with your goals and the life you most want to live.

Aligning Wealth with Purpose: Designing a Financial Plan That Reflects Your Values

There’s a question that doesn’t come up often enough in financial planning conversations: What does this money mean to you? Not what return you’re hoping...

Learn how money and mental health are connected and how awareness can support more intentional financial decisions.

Money and Mental Health: Understanding the Connection Between Emotions and Finances

When we talk about money, it’s easy to focus on the numbers — budgets, savings goals, investment accounts, and long-term plans. But if you pause...

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