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 and you don’t need a financial plan. 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... 
by Taylor | May 16, 2023 | Family Financial Advice, Mindful Wealth
If you’re not a fitness junkie, words like “reps,” “macros,” and “VO₂ max” probably aren’t going to motivate you to start exercising. In the same vein, technical financial jargon like “budgets,” “diversification,” and “ROI” aren’t exactly motivators in... 
by Taylor | May 8, 2023 | Business Financial Solutions, Family Financial Advice, Innovative Investments, Mindful Wealth
One of the most overlooked opportunities for advisors today isn’t just helping clients manage their wealth — it’s helping the next generation understand it. When clients’ adult children learn how taxes affect their long-term financial outcomes, two important things... 
by Taylor | Mar 14, 2023 | Business Financial Solutions, Family Financial Advice, Mindful Wealth, Recession and Economics
Plus 7 other times when you should seek professional financial guidance. A couple weeks ago I was at the gym and as one does in between sets, started speaking with a businessman exercising next to me. He had several personal finance questions that ranged from how to...