Year End Planning Checklist

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. …

  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 …

  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 …

As 2021 winds down, it may be helpful to use this checklist to determine which issues you should consider before the end of the year.    

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 thoug …

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 …

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

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 …

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.

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 …