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.... by Taylor | Mar 10, 2026 | Uncategorized
Post Updated on May 5, 2026 by Taylor. 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... 
by Taylor | Feb 5, 2026 | Mindful Wealth, Personal Finance, Strategic Financial Planning
Post Updated on February 27, 2026 by Taylor. 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... 
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 | Oct 31, 2025 | Business Financial Solutions, Mindful Wealth, Strategic Financial Planning
If you’re a high-income-earning millennial, you’ve probably felt like a traditional financial advisor doesn’t quite fit. And that’s because the traditional model really wasn’t built for you. The financial industry was designed for people who had already arrived. It...