It’s the end of the year and with this season comes a time of reflection and introspection. This year we wanted to focus on values and on people. Read more to learn how we did just that.
November is Financial Literacy Month, and the theme for 2021 has been “make change that counts.” This month, Sandi details the pitfalls of the term financial literacy and instead suggests we embrace financial support.
This month we want to face a scary topic with you: Estate Planning. The way your estate is planned often ends up being the last thing people remember about you. How do you want to be remembered?
This month we’re talking about “work-life balance” and how this concept affects our day-to-day productivity and rest.
This month we’re encouraging you to consider your communities, however they show up in your life, and the impact they have on your finances.
It’s back to school season (even for those of us who haven’t been in school in decades). Join us as we reflect on the last year and plan our next season.