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 | 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... 
by Taylor | Sep 16, 2025 | Strategic Financial Planning
The financial industry—especially the wealth management world—has done a very poor job of showing clients the real value they provide. Too often, people are left wondering what exactly they’re paying for, or worse, they forget within a few months what their...