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 | Jul 19, 2024 | Innovative Investments, Mindful Wealth, Personal Finance, Strategic Financial Planning
When you start taking your investment strategies to the next level, it’s reasonable to want to do your own research. There are hundreds of thousands of books on financial literacy and investing, though. It can be tough to nail down which have actual value. The... 
by Taylor | Jul 12, 2024 | Mindful Wealth, Personal Finance
Ah, the plight of the Millennial: After growing up in an economic boom with the promise of an abundant future, many graduated college to greet a financial crisis that led to fewer employment opportunities, lower starting salaries, and slower year-over-year raises. ... 
by Taylor | Sep 15, 2023 | Family Financial Advice
As a financial advisor, I’m often reflecting on the challenges my clients face and how financial planning can make a world of difference. More and more, I’ve been witnessing my Gen X and Millennial clients enter what’s called “the Sandwich Generation.”... 
by Taylor | Jul 19, 2023 | Business Financial Solutions, Family Financial Advice, Innovative Investments
Funny story: I was recently trying to create an AI created image for a marketing campaign. This was my prompt: “Create a photo of a family of four enjoying a hike in the mountains with a tent and small smoldering campfire in the background.” This was the result…...