As the tax season is behind us and summer begins to come into view, it's a natural time to take a step back and look at where things stand. What can you do now to help support your desired future lifestyle?

This month, we packed this issue with habits to keeping ageless and some action items if you are considering a career shift!

As we recognize Financial Literacy Month, it’s also a good moment to think about something many of us don’t spend enough time on - what we want our later years to look like.

Longevity is no longer a distant idea. For many of us, living into our 80s or 90s is becoming the norm. And while that’s something to appreciate, it also brings important questions especially when it comes to health and the cost of care over time.

Read the full issue for tips on taking charge of the years ahead...

March reminds us that women have always been architects of change—at home, in business, and in our communities. Women’s History Month celebrates the courage, resilience, and leadership of women who paved the way for the opportunities we have today.Women

As we settle into the year and approach tax season, it is the perfect time to reflect not only on your finances, but also the legacy you are quietly shaping with your every decision.

Join us for a meaningful Lunch and Learn on March 13 at 11:00 AM to discover how thoughtful planning today may preserve your wealth and create a bigger impact.

A new year invites fresh intention around life, money, and well-being. Here’s a look at how we’re thinking ahead and why it matters now.

Start with your 6-month finance calendar inside that may help plan your next steps.

An extra special holiday issue of Inside Your Wealth is here! 

Discover the most tax-efficient assets to pass on to your heirs, as well as some practical tips for those navigating the “sandwich years” - caring for young children and aging parents.
In your 50s? Check out the tips for independent women leading vibrant, active lives, plus MORE!

Stay informed, updated and wrap up 2025 with confidence!

Let's clear the clutter and make room for things that really matter. We encourage you to focus on your health, the legacy you want to build and the moments that bring you joy.  All these to support your goals for the year and make way for the next.

Check out how your Life Span, Health Span, and Wealth Span are more connected than you think! 

Plus a quick guide on the One Big Beautiful Bill that you need to know.

September is Healthy Aging Month—a reminder that aging well means intentionally choosing what to do with our time and recognizing that beneficial lifestyle shifts may be crucial to enjoy a vibrant and longer healthspan.  Also, as Medicare open enrollment approaches, we dedicate this issue to those approaching 65.  May you all enjoy the cooler days of fall!!

August is legacy month - a perfect time to adjust our steps and align them with our year end goals. An invitation to prioritize what matters, savor the life you’ve built and take action that supports your bigger, bolder and brighter dreams.

There is something about this season offering renewed hope, energy and positivity!  We hope this extra special summer issue of Inside Your Wealth provides inspiration, education and motivation you need to accomplish your goals.

Enjoy reading!  We'd love to hear what you think and topics you would like us to cover.

Happy Fourth of July!

How do we, meaningfully, spend TIME?

Check out this issue and browse the many ideas to pass on wealth and wisdom to the next generation.

May this season bring more opportunities for you to share your time and your passion to make your community a better place.

This month, we celebrate Women’s History Month and International Women’s Day (March 8)—a time to recognize the strength, achievements, and contributions of women worldwide. 💜 Let’s take a moment to uplift and support the incredible women in our lives.

ime is so precious that I carefully choose where I spend it. It is something we can never get back but also something I could freely share to help others. Though the world may seem to spin too fast, you have the power to control its pace.

For this issue, we chose to focus on only two topics - Women and their unique journey and Exit Planning for business owners.  Imparting as much knowledge as we can to help you take charge of your future life in retirement.

Happy New Year!  May you respond to changes with open hearts and minds — keeping a growth mindset. There lie some possible opportunities that you might not have discovered otherwise.

Thank you for reading and for all your kind words of encouragement in every issue.  We appreciate them!

May every connection we nurture bring a wealth of meaning and joy into our lives, reminding us of the importance of togetherness and shared experiences.

Thank you for being a vital part of our community. Wishing you a season filled with warmth, joy, and connection!

May we all make the most out of the cooler days ahead and enjoy the best of this delightful season with our loved ones! 

This month marks National Estate Planning Awareness Month and whether you’re just starting to think about your estate plan or revisiting an existing one, it’s an opportunity to reflect on how your loved ones will be taken care of and ensuring that your wishes are honored.  More tips and information inside for all ages including a special feature for those who are turning 18!

This issue focuses on topics that are not usually top of mind but crucial while in the process of building, accumulating and transferring wealth - such as key considerations when choosing your Durable Power of Attorney agent and assessing your life insurance needs.  We also included Marilyn's tips on budgeting and saving to enrich your life this Fall and beyond.

Plus, an invite for a fun and impactful conversation centered on your wealth, wellness and wellbeing with Lunch and Learn entitled Ageless: A Wellness Event for Women of Wisdom on Friday, Sept. 27. Read more for more details.

At every stage of our lives, we aspire to get to a place that brings fulfillment, joy, and a sense of achievement. That journey of unceasingly pursuing them gives us life! I invite you to take time to reflect on what matters most and what holds true.

This issue offers some tips for everyone in your family or circle - pass it along! If these tips have you thinking, I'm happy to answer any questions that you may have.  Happy reading!

As June unfolds, it brings a powerful mix of history, resilience, and celebration. In this shared month of recognition, let's amplify each other's voices, stand in solidarity, and strive for a world where everyone is celebrated, respected, and free to live authentically.

Read on the full issue for more tips on building your legacy, avoiding cognitive decline and more!

Happy Mother's Day to all the incredible moms out there, whose love and strength shape our lives every day and often in undetectable ways. Let us also pause to remember and honor the brave people who made the ultimate sacrifice for our country.

This month's edition of Inside Your Wealth highlights spring's symbol of new beginnings and the opportunity to reflect on the past. aa

April marks Financial Literacy Month, presenting an opportunity to discover how minor adjustments in your daily spending habits can significantly impact your financial situation. Implementing a simple budgeting strategy could lead to substantial savings for the future.  Check out the money tips in this issue and more importantly, join our 'LUNCH and LEARN' sessions coming up soon!  Seats are limited, save your spot now!

April 12 - The Power of Advanced Estate Planning - Building Your Legacy for Generational Wealth

May 17 - Prepare for a Healthier Future 

We celebrate YOU for all the hats you wear, as a mother, sister, spouse, daughter, ally, or confidant. As we forge ahead and honor all women before us, let's continue to touch lives in our unique ways, big or small, break barriers, and pave the way for the next generation of women.

This month, we're celebrating American Heart Month, spreading love on Valentine's Day, and embracing the joy of Chinese New Year. We hope you find inspiration from this issue that focuses on taking care of yourself, your finances and the people you care about deeply. Check out our quick tips on Getting Married and On the Move that you or your friend may find useful.

Wishing you a month filled with joy, laughter, and the sweet embrace of love. Happy February!

As we observe Mind-Body Wellness and National Compliment Days in January, it is a wonderful reminder to develop a positive outlook and open mindset.

Recognize how you have grown in the past year and use that as your motivation to reach your lifestyle and financial goals for 2024. Focus on the little things that bring you joy and move past those that do not add value to your life.

This issue is full of actionable tips and quick reads to help kickstart your 2024!