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 ...
Amanda Charles named a finalist for the InvestmentNews NextGen Advisor of the Year award
NEW YORK—April 29, 2025—Amanda Charles, CSLP®, financial advisor at North Star Resource Group affiliate, Moxie Wealth Management, was today announced as a finalist for the 2025 InvestmentNews NextGen ...
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 ...
Meet Kristin Printon
We recently had the opportunity to be featured on CanvasRebel, where we shared our story, our passion, and the journey that led us to where we are today. From the challenges we've faced to the lessons ...
For the Next Generation: Leaders in Finance Talk About Bringing More Women Into the Industry
According to the Deloitte Center for Financial Services, only six of the 107 largest financial institutions in the United States were run by female CEOs in 2019. As of 2023, women accounted for only 8 ...