Dawn’s Delight: A Journey from Restlessness to Goat Cheese Success
Meet Dawn Jump, a spirited and hardworking woman who had always dreamed of a life filled with purpose and fulfillment. However, she found herself stuck, yearning for something more. Dawn felt a deep void in her life as she trudged through her daily routine. Despite...
Harvesting Success: Growing Wealth through Tax-Loss Strategies
Ever wondered how savvy investors navigate the complex landscape of taxes while aiming for optimal returns? The secret lies in a powerful technique known as tax loss harvesting. What is Tax Loss Harvesting? Tax loss harvesting is like the green thumb of the...
Three Smart Ways to Give to Charity
Charities and non-profits fill a much-needed gap left by the government and public sector to provide needs for human services, education, environment, religion and so much more. Here are three ways to support the charity of your choice while also benefitting...
Restylement: Crafting a New Chapter in Life
Restylement represents a shift from simply stepping out of the workforce after a certain age to intentionally crafting a new chapter in one’s life that aligns with personal well-being, passions, and purpose. It’s not just a phase of life; it’s a lifestyle choice.
Market Volatility…It’s Back
Will a government shutdown impact the market? Volatility comes with the territory but it’s always good to be prepared and proactive. Now is a good time to see if your risk level is aligned with your long-term goals and how it matches your financial plan.