Why Financial Planning That Serves Women Matters
Why Financial Planning That Serves Women MattersFinancial planning has traditionally been a male-dominated industry. While the field has made progress, the way financial advice is delivered does not a ...
Amanda Charles honored with BestPrep Service Award for commitment to mentoring Minnesota students
Amanda Charles honored with BestPrep Service Award for commitment to mentoring Minnesota students MINNEAPOLIS—March 20, 2026—Amanda Charles, CSLP®, AIF®, financial advisor at Moxie Wealth Management, ...
AI, Markets, and the Fear of Uncertainty
AI, Markets, and the Fear of UncertaintyEvery big technological shift arrives with two reactions: excitement… and anxiety. Right now, artificial intelligence is doing both. Clients ask whether they sh ...
When “Enough” Keeps Moving: Why High Achievers Struggle to Feel Done with Money
When "Enough" Keeps Moving: Why High Achievers Struggle to Feel Done with MoneyThe Quiet Pressure Behind Financial Success High achievers don’t struggle with money in the way people often assume. The ...
529s, Roth IRAs, or Trump Accounts? Considerations for Saving for Kids in 2026
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
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 It
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
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 Planning
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?
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 ...