Personal Growth

What I learned about personal finance in my 30s
Read along to discover what I learned about personal finance in my 30s, from Andrew Rosen of Diversified Lifelong Advisors. Read more
kids finances
The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality). Read more
Irv Rosenzweig
As I sat down to write this summary blog I had to really fight the urge. The urge was to write an obvious blog stating how Irv and his impressive staff joining our firm will enhance both practices. Or how much Irv has devoted to his craft. The list goes on of things I could share about how excited I am for this business deal and most importantly, to what this means to you our valued clients or future clients from a value we are able to deliver. Read more
Welcome to the hardest blog I’ve written yet. In the spirit of reflection, honesty, and sharing my thoughts on wealth, health, and happiness, today I’m writing a very emotional blog. Five years ago, February 17th 2016, was the worst day of my life. Juxtaposed one day after my oldest daughter’s 4th birthday was officially the day “the music died” in my life. Read more
And now, the long-awaited finale to my three-part series of what I learned in 2020. (Go ahead and insert a joke, as some may say I’ve learned nothing, ha). For those who missed part 1 on health or part 2 on wealth, give them a read if you’d like. For today’s conclusion, I’ll shift my attention to what I learned about happiness in 2020. Read more
Picking up where I left off on my three-part series, I’d like to focus on Wealth. For reference, part one was a deep reflection on what I learned about health in 2020. In shifting my focus, I’ve certainly had numerous revelations which really solidified my beliefs on certain wealth perspectives. Read more
The other day, I had the pleasure of interviewing the very impressive and inspirational Nicolette Richer for our wealth, health, and happiness interview series. Nicolette’s focus is specifically on the health and happiness sector of our mission. It was a fascinating interview that has already made an impact in my life. If you haven’t seen it yet, give a look here and let me know your thoughts. Read more
Good riddance 2020! I’m so glad to turn the page to a fresh new year with the symbolic beginnings they bring. I can feel tides changing and optimism in people’s voices. It may not be tomorrow, but it seems likely that 2021 will have some changes to begin reverting us back to life as we know it. I can’t wait to hug again, hang in someone else’s house, go to a freaking restaurant, and just not be on edge every time we leave the house. Read more
The other day, I released my second official Wealth, Health, & Happiness interview [ED1] . I had the honor of interviewing Justin Schenck, founder of The Growth Now Movement and world renown podcaster. To say his interview was inspiring doesn’t do it justice. I learned so much and received some great wisdom that I feel can help all of us in this wealth, health, and happiness journey. Read more
As you can see from the title, I think very highly of myself (haha). With yearend approaching (where the heck did it go?), it’s time for reflection. I love this time of year, as holidays, family, time off, and new beginnings are upon us. However, I mainly get a little nostalgic as I think about the person I was and the person I am today. Read more