by Taylor | Jul 15, 2026 | Uncategorized
“Am I doing well? Am I where I should be? Am I even on the right track?” Those might be some of the most common financial questions people ask themselves, and they are certainly questions I have heard throughout my career. Sometimes those questions show up quietly.... 
by Taylor | May 13, 2026 | Mindful Wealth, Recession and Economics, Strategic Financial Planning
Every day, it seems like there’s another headline about artificial intelligence changing the world. AI can answer investment questions, build budgets, summarize financial strategies, organize schedules, generate ideas, and help people manage parts of their lives... 
by Taylor | May 5, 2026 | Uncategorized
One question I get from a lot of clients with young children is this, “How do we set our children up for financial success?” This question carries a lot of weight. Because if you can get this right early by putting the right systems in place when your kids are young,... 
by Taylor | Mar 26, 2026 | Mindful Wealth, Strategic Financial Planning
There are moments in life that can shake even the most capable people. A market drop. A layoff. A divorce. A business slowdown. A medical crisis. A death in the family. When something like that happens, the real danger is not just the financial loss. It is the way... 
by Taylor | Mar 10, 2026 | Uncategorized
None of us are perfect with money. We all make mistakes. We all have blind spots. And when it comes to financial planning, those blind spots can sometimes follow us for years without us even realizing it. The good news is that most financial mistakes are correctable....