Samuel ‘Townes’ Stephens

We welcomed our son, Samuel 'Townes' Stephens, to the world on February 6th, 2020. He was born at 12:33 pm weighing 6 lbs 14 oz and 18.5 inches long. He was born with Hypoplastic Left Heart Syndrome (HLHS) which in simple terms means the left ventricle of his heart did [...]

By |2020-03-11T01:34:07+00:00March 11th, 2020|Uncategorized|

‘Tis the Season

It seems like just yesterday, I was turning on the news each morning and watching as the stock market was facing another “bad” day.  If you don’t remember the fourth quarter of last year – then let’s keep it that way! December has been coined with the phrase “the Santa [...]

By |2019-12-10T17:25:05+00:00December 10th, 2019|Uncategorized|

Slow Down, Listen and Be Present

Slow Down, Listen & Be Present Last week I experienced one of the most impactful 5-minute conversations with a total stranger I think I have ever had. A conversation that I hope I will always remember and the simple lesson I learned will forever stay with me, and if I [...]

By |2019-11-26T21:29:01+00:00November 26th, 2019|Uncategorized|

Preparing for Year End

Favorite Resources Wow…its November! Last Friday I ran into Home Depot to pick up something and I was astonished when I walked in…why? Christmas decorations were everywhere and let’s be honest, I just wasn’t ready! Didn’t I just pass out candy to those cute little trick or treaters last night [...]

By |2019-11-12T17:57:30+00:00November 12th, 2019|Uncategorized|

Simple but Profound – Part 2

  Simple but Profound – Part 2 Do you remember a couple months ago when we talked about the simple act of paying yourself first? Well the time come for you to implement this strategy in the simplest of forms – it’s easy! If you have a retirement plan through [...]

By |2019-11-01T17:35:02+00:00November 1st, 2019|Uncategorized|

Is it that Time…Again?

Is it that Time...Again? Doesn’t it feel like just yesterday your inbox was being inundated with emails about “Open Enrollment” and now it’s all starting again! Open enrollment is an important time each year because not only does it give you the opportunity to adjust your employee benefits, it allows [...]

By |2019-10-18T17:16:06+00:00October 18th, 2019|Future Planning|

Women & Money

Women & Money For years, I have been intrigued by different statistics about Women & Money. One of the most shocking statistics I ran across a couple years ago is according to the U.S. Census Bureau the average age of a widow in the United States is 59. Does that [...]

By |2019-09-12T19:24:25+00:00September 12th, 2019|Uncategorized|

Apps to Track the Markets

Favorite Apps to Track the Market At least a couple times a month, I am asked by people of all ages and backgrounds, “What apps do you use to track the market?” I know, I know – some of you are wondering ‘why in the world you would want to [...]

By |2019-08-07T19:52:58+00:00August 7th, 2019|Uncategorized|

Favorite Apps to track Cash Flow

3 of my Favorite Apps to track Cash Flow One of the most common questions I am asked by people of all ages and backgrounds, is “Do I need a budget?” Oooohhhh, BUDGET – what a scary word! I like to retrain our perspective on a budget and simply view [...]

By |2019-07-24T20:31:48+00:00July 24th, 2019|Uncategorized|

Simple but Profound

  Simple but Profound The other day as I was meeting with a client and her daughter, I mentioned a simple financial strategy to her daughter that she can use in managing any money earned from her part-time job before heading off to college in the fall. Both my client’s [...]

By |2019-07-18T19:37:07+00:00July 18th, 2019|Uncategorized|
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