Category: Wealth & Wellness

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    Taxes Through the Four Stages of Retirement

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    Taxes Through the Four Stages of Retirement

    During our webinar we help you understand how taxes work through the four stages of retirement. We review the big retirement risks, tax efficient distributions and hidden penalties, and how you can understand the impact of the SECURE Act, Tax Cuts and Jobs Act, and CARES Act on your retirement.

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    Nourish Series: Nourishment Through Food

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    Nourish Series: Nourishment Through Food

    It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During this session we our joined by Chef Elizabeth Johnson who shares with us how we can bring nourishment into our body through food. Chef-owner Elizabeth Johnson is the mastermind behind Pharm Table, arguably the only anti-inflammatory restaurant of its kind. We can speak from experience on this one! Referred to as a “Food as Medicine Guru” by the James Beard Foundation, Chef Elizabeth has...read the full article

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    Nourish Series – Tools for Anxiety & Stress

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    Nourish Series – Tools for Anxiety & Stress

    It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During this session in our Nourish series we are joined by Trionne Barnett, a senior faculty member of the Overcome Anxiety Clinics. During our sessionsTrionne shares how we can use breathwork, meditation and gentle movement techniques to help to break the psychological, behavioral, biochemical, and physical cycles that contribute to anxiety. She shares some of the techniques that have been researched with very positive results...read the full article

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    Nourish Series – Movement with Yoga

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    Nourish Series – Movement with Yoga

    It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During session 3 of our Nourish series we are joined by Quiana Grace Frost have been teaching yoga for over 40 years. During our session she skillfully integrates asana and breathwork though our gentle movement together. This is a great session for those who are new to yoga, and for those with more experience to go deeper.

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    Nourish Series – Essential Tips to Stay Grounded & Nourished this Fall

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    Nourish Series – Essential Tips to Stay Grounded & Nourished this Fall

    During our first series we share essential tips to help you stay grounded and nourished this Fall. We hope you are able to take away one or two tips that you can incorporate into your life this Fall to bring more nourishment. It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. Thank you again, and please don’t hesitate to reach out if you have any questions. Best, Kerry Meath-Sinkin CFP®AIF® Partner & Wealth Advisor

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    Nourish Series – Meditation

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    Nourish Series – Meditation

    It can be easy to push personal nourishment aside, but now more than ever it’s essential that we make the time so we can keep ourselves healthy and more able to positively impact our communities. During session 2 of our Nourish series we are  joined by Edwin & Myoshin Kelley have been studying and practicing meditation since 1975. While they have lived all over the world, they moved to the twin cities in 2009 to help establish the global Tergar Meditation Community. They are truly incredible teachers of meditation, and able to break down meditation and mindfulness in a way...read the full article

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    Remembering Routine: An Essential Piece to Stay Grounded Right Now

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    Remembering Routine: An Essential Piece to Stay Grounded Right Now

    Remembering Routine: An Essential Piece to Stay Grounded Published by Kerry Meath-Sinkin Like most of you, my world has flipped upside down. I have been home with my family for a few weeks now, and it’s been tough! After the first week and a half I found myself feeling anxious, scattered and a little irritable. We built a rough schedule for our kids that we sort of followed and just tried to squeeze in what we needed to do around that, which didn’t work. So, this past weekend my husband and I went through what was and wasn’t working for...read the full article

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    Take a Breath & Take a Step Back

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    Take a Breath & Take a Step Back

    Published by Kerry Meath-Sinkin I just got a call from a family member who wanted to get hand sanitizer, found out it was out, looked up how to make their own, and ended up buying a small bottle of rubbing alcohol for over 20 dollars, AND it was almost sold out at those prices on amazon. People are scared, the markets are scared, and no one really knows exactly what to do. I think about the implications of the virus both through my lens of being a financial adviser, and also through my public health and Ayurvedic medicine training. I...read the full article

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    Do you feel emotionally stuck around your finances, or overly attached to your money?

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    Do you feel emotionally stuck around your finances, or overly attached to your money?

    Published by Kerry Meath-Sinkin If you look at your friends, family, and colleagues, and those around you it becomes clear that no two people are the same. You have your own unique shape, size, temperament and characteristics that make you uniquely you. The more you understand your own unique characteristics, and tendencies, the more you can understand what helps you feel thrive on all levels.

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    Tidying Up Financially

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    Tidying Up Financially

    Published by Kerry Meath-Sinkin If you are like many of us, you have gotten wrapped up in the KonMari method, a simple process to tidy up the home. You can’t log onto Facebook without finding people taking images of their tidied-up sock drawers or kitchen cupboards. My husband even mentioned that thrift stores are feeling the effect of extra items, as everyone offloads their extra goods. It’s not surprising to me that this method has gotten so incredibly popular. As a culture, we are struggling to simplify our lives physically and emotionally. Too many clothes, too many ideas, too much...read the full article

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