We often dedicate the best, most energetic years of our lives to building a fortress of financial security. We work long hours, take on additional responsibilities, and sometimes miss important family milestones, all in the name of providing for the people we love. It is a noble pursuit, driven by a deep sense of care …
It’s so easy to look at our budgets, our financial planning and our risk products and ask questions about what we have and don’t have. But what if, in all this planning and evaluating, we miss a crucial question? What if we don’t simply ask what we have, but remember to ask what it’s all …
The mirror of our bank statements: Aligning our wealth with our values Have you ever noticed how increased access can actually create more anxiety and worry? It’s wonderful to be able to text someone in our family and make sure they’ve arrived safely. But what happens when they don’t respond? The temptation to keep checking …