529s, Roth IRAs, or Trump Accounts? Considerations for Saving for Kids in 2026Among the many new provisions in the “One Big Beautiful Bill” Act, we have a new account for kids dubbed “Trump Accounts”. ...

Getting a Second Opinion: What Grey's Anatomy Can Teach Us About Your Finances A few weeks ago, I started rewatching Grey’s Anatomy from the beginning. Season one takes us back to a time when Meredith ...

The Art of Spending Money - and the Deeper "Why" Behind ItI’ve been reading The Art of Spending Money by Morgan Housel, and like most of his writing, it’s filled with lines that make you stop and thin ...

Stick to the Plan, Not Your Mood The human mind is geared toward preservation and survival. This includes basic functions like controlling breathing and body temperature. There are reflexive functions ...

The Great Wealth Transfer: Why Purpose Matters as Much as PlanningAt a recent conference, we heard from four speakers on a topic that’s set to reshape the financial landscape over the next decade: the ...

How Can You Use Your Wealth to Benefit Your Community, or Even the World?  Get in touch with our team At the end of January, I traveled to Thailand for a leadership development and humani ...

Are You Living with Intention? Get in touch with our team At Moxie, our focus is to help our clients live a life of intention. To us, this means living a better-balanced life full of meaning ...

Philanthropy: Should You Start Your Own Foundation? Get in touch with our team According to an often-repeated proverb, the meaning of life is found in “planting trees under whose shade you do ...

There’s no rule of thumb on the right time to mention your estate plan to your children. In fact, most parents prefer to keep matters about their last wishes private. In addition, parents may shy away ...

What Are Bonds? A Bonds 101 Crash Course Get in touch with our team When most people think about investing, stocks are the first thing to come to mind. However, bonds are also part of many ...