by Ashlee Desteiger | Jul 29, 2021 | Food For Thought
What do you NEED to enjoy life? When you achieve more, are you able to enjoy it? How much is “ENOUGH?” Is your definition static, or does it change? Maybe it depends upon the situation. We routinely get this question from prospects as they wrap their...
by Ashlee Desteiger | May 26, 2021 | Food For Thought
Upside down trying to stay up-to-date with headlines? It’s likely even harder to read all of the articles you’ve bookmarked! We’re often asked who we follow or what we’re reading. Here are our favorite reads from last month: Billionaire...
by Ashlee Desteiger | Feb 26, 2021 | Food For Thought
How often do you find yourself comparing your finances to your neighbor’s? Whether it’s Halloween candy or your investment accounts, do you ask: Why don’t I have what they have? Why don’t they have what I have? Why are you not like me? Maybe...
by Ashlee Desteiger | Aug 27, 2020 | Food For Thought
“My parents don’t have much of a relationship with their advisor – I can do this on my own.” I hear this A LOT. But it makes sense to me if you witness a poor relationship between your parents and their advisor, you’d think why waste my time and money? Here is how I...
by Ashlee Desteiger | May 28, 2020 | Food For Thought
Here’s what I oftentimes hear as to why someone doesn’t work with a financial advisor: I don’t have enough money to invest Advisors are too expensive They’re going to sell me something I can do this on my own What is it about the current...
by Ashlee Desteiger | Apr 28, 2020 | Food For Thought
What do you miss the most from your “normal” routine? For me, it’s easy to define what I DON’T miss versus what I DO, but it’s hard to articulate the WHY. What I DON’T miss: Hectic mornings out the door. Rushing to throw...
