Hello and Happy July!

Summer is in full swing, and we hope you're enjoying the sunshine and making memories! Whether you were spending time with family, hosting a backyard barbecue, or simply relaxing, we hope you had a safe and happy Independence Day.

As we step into the second half of the year, it's a great time to revisit your financial goals—and we're here to support you every step of the way.

This month, we are excited to bring you our FREE webinar, Demystifying Dementia – A Roadmap to Managing Care, Diagnosis & Finances. This is going to be a real powerhouse session, so register now, the info is inside!

Also inside this month’s newsletter, you’ll find tips to help you stay financially confident throughout the summer and beyond. As our young adults are heading off to college, there are some new responsibilities they need to think about. And we have the 2025 Mid-Year Outlook to take a look at everything that has happened so far this year.

Wishing you a wonderful month ahead!

With Gratitude,

Marianna

Our Purpose is Simple



To help you curate a wealthy life, and achieve the financial balance and independence for which you strive.

Demystifying Dementia - A Roadmap to Managing Care, Diagnosis & Finances

Join us on July 31st at 5:30 PM for a free, one-hour webinar that blends neuropsychology, hands-on caregiving strategies, and financial planning into one powerful session.

Hosted by three seasoned pros—RN, neuropsychologist, and financial advisor—you’ll walk away informed, empowered, and ready.

Please share with family, friends and colleagues!

As a young adult turns 18 and heads off to college, they step into a new phase of independence and responsibility. 

2025 Midyear Outlook

The first half of the year brought plenty of headlines—and plenty of questions. Tariff announcements, then tariff pauses, and trade negotiations dominated the conversation. However, there were also debates about the federal budget, including proposed tax and spending changes.