Category: Wealth & Wellness

Filter Blog by:
    December Letter – Year End Planning & The Economy

    Blog

    December Letter – Year End Planning & The Economy

    December Letter to Clients It’s been another unexpected year, and certainly one, where I think many of us had hoped the world’s uncertainties would be behind us. We certainly hope next year provides the movement and flexibility to travel and see family that we know many of you are craving. In our effort to continually hope to bring you more ease, and clarity to help you make the impact you want to with your families and community, we are doing our best to help support you through our meetings, discussions, weekly commentary, monthly newsletters, videos & Nourish content. Below you...read the full article

    Read More
    Nourish November: Tips to Stay Nourished as We Move into the Holidays

    Blog

    Nourish November: Tips to Stay Nourished as We Move into the Holidays

      Over the month of November, we had the pleasure of sharing with you three live sessions sessions including tips for stress and anxiety with Trionne Barnett, a gentle yoga class taught by one of my favorite yoga teachers Melissa Spamer in New Mexico, and diet and lifestyle tips as we move into winter and the Holiday season. We are continually excited to share these passions with you and hold a sincere wish that there will be at least one piece that will make your life better. Share this with those you care about because they might benefit too and...read the full article

    Read More
    Nourish November: Tools for Stress & Anxiety

    Blog

    Nourish November: Tools for Stress & Anxiety

      Over the month of November, we had the pleasure of sharing with you three live sessions sessions including tips for stress and anxiety with Trionne Barnett, a gentle yoga class taught by one of my favorite yoga teachers Melissa Spamer in New Mexico, and diet and lifestyle tips as we move into winter and the Holiday season. We are continually excited to share these passions with you and hold a sincere wish that there will be at least one piece that will make your life better. Share this with those you care about because they might benefit too and...read the full article

    Read More
    Year End Planning Checklist

    Blog

    Year End Planning Checklist

     

    Read More
    NOURISH NOVEMBER

    Blog

    NOURISH NOVEMBER

    Your Nourishment Month   I don’t know about you, but this Fall has seemed much more “full” than last year. I find myself occasionally struggling to find the slower balance I normally like to lean into as November approaches. Others I have talked to are feeling a similar way, so I thought this would be a good time to continue to share a few tips and tools to incorporate to keep yourself Nourished as we move into winter. We are pleased to offer “Nourish November.”

    Read More
    Tips to Keep Yourself Cool this Summer

    Blog

    Tips to Keep Yourself Cool this Summer

    It is hot here in Minnesota, unseasonably hot! I was talking to a neighbor earlier today who was remarking how cranky he gets when it’s hot. It’s super common to get hot and irritable in the heat. If you are feeling that way or experiencing other signs of heat in the system, such as skin irritation, headaches, acid indigestion, or inflammation, there are some awesome Ayurvedic remedies to help you cool off

    Read More
    Your Values & Your Wealth: Sustainable Investing

    Blog

    Your Values & Your Wealth: Sustainable Investing

    Your Values & Your Wealth: Sustainable Investing  A discussion on ways to incorporate sustainable investing with Kiley Miller, Associate Portfolio Manager – Impact Portfolios at Envestnet  

    Read More
    Nourish Series

    Blog

    Nourish Series

    Monthly Webinars to Bring You Greater Financial & Personal Nourishment   We got such great feedback from our fall Nourish webinar series and spring COVID videos, that we decided to develop a new live monthly webinar to help bring you more ways to find ease, clarity, and nourishment in your personal and financial lives. Together over the course of the year we are going to bring you discussions with nationally recognized wellness and financial educators to explore important wellness and financial topics. We’ll talk about health strategies, healthy cooking, sustainable investing, how to write your ethical will, medicare, education planning,...read the full article

    Read More
    Taxes Through the Four Stages of Retirement

    Blog

    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.

    Read More
    Nourish Series: Nourishment Through Food

    Blog

    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

    Read More