by Taylor | Nov 18, 2023 | Family Financial Advice, Mindful Wealth, Personal Finance
As we approach the end of the year, right now is a great time to review and fine-tune your financial strategy to launch you into a new year. Year-end financial planning provides an invaluable opportunity to reflect on your financial goals, make last minute... 
by Taylor | Oct 18, 2023 | Bear Market Strategy, Family Financial Advice, Innovative Investments, Mindful Wealth, Personal Finance, Recession and Economics
Today’s fast-paced world is driven by financial uncertainties and ever-changing economic landscapes, making it more important than ever to get your finances on track. Whether you’re a seasoned investor or just starting your financial journey, understanding the... 
by Taylor | Aug 11, 2023 | Family Financial Advice, Mindful Wealth, Personal Finance
Throughout my career I’ve seen it all. I’ve worked with the ultra-wealthy and I’ve seen what it looks like when someone files for personal bankruptcy. I’ve also experienced market cycles that create mania and despair for investors. A trend that I’ve experienced is how... 
by Taylor | Jun 16, 2023 | Business Financial Solutions, Family Financial Advice, Mindful Wealth
If you’re reading this blog, you’re most likely a member of the “I Got It All Figured Out” Club. But hey, this is a judgment-free zone. Stick around, I might be able to provide a few nuggets of insights or even switch your club membership for something shinier.I write... 
by Taylor | May 16, 2023 | Family Financial Advice, Mindful Wealth
Unless you’re passionate about physical fitness and wellness you possibly don’t get as excited when talking about weight, speed and workouts, food portions or good sleeping habits as an expert on the topic would be. The same can happen to many when talking about... 
by Taylor | May 8, 2023 | Business Financial Solutions, Family Financial Advice, Innovative Investments, Mindful Wealth
Educating clients’ adult children about tax planning can help you earn their business and retain the family wealth. This article was written for and originally published in Rethinking65. Now that tax season is in the rear-view mirror and you have stopped sending...