by Taylor | Feb 5, 2026 | Mindful Wealth, Personal Finance, Strategic Financial Planning
I’ll be the first to admit it. I’m not clairvoyant. I don’t have a crystal ball, and I believe trying to predict exactly what the markets will do in any given year is rarely a productive exercise. Even the most experienced professionals struggle to do it with any... 
by Taylor | Jan 7, 2026 | Personal Finance
As we start thinking about our 2026 budgets, I’m noticing a familiar pattern in conversations with clients. Most people aren’t worried about their day-to-day spending. Monthly bills feel manageable. Saving feels doable. On paper, things look fine. The problem usually... 
by Taylor | Dec 4, 2025 | Business Financial Solutions, Mindful Wealth, Personal Finance, Strategic Financial Planning
I spend a lot of my days talking to high-income millennials and younger Gen X professionals who are, on paper, doing really well. You’re earning good money. You’ve moved past the ramen phase of your 20s. Maybe you’ve bought a home. Maybe you’re juggling daycare costs... 
by Taylor | Sep 30, 2025 | Mindful Wealth, Personal Finance
A few weeks ago, I decided to take my health tracking up a notch. I consider myself someone who is pretty dialed-in when it comes to fitness training, health, and overall wellbeing. I already train consistently—whether I’m in the gym, on the bike, or on the trail—and... 
by Taylor | Aug 8, 2025 | Business Financial Solutions, Mindful Wealth, Personal Finance, Strategic Financial Planning
For as long as most of us can remember, we’ve been sold a narrow definition of wealth. The message is everywhere: more zeros in your bank account, a shiny new car in the driveway, the dream house with the open-concept kitchen. That’s the picture of success we’re told... 
by Taylor | Mar 28, 2025 | Personal Finance, Strategic Financial Planning
Markets don’t vote. But they do react…to headlines, to uncertainty, and to emotion. And in a heated political climate, that reaction can spook even the savviest investors. So what should you actually do to protect your portfolio? In today’s politically charged...