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Get $ Fit Challenge- June

Traveling can be painless on your heart, mind, and wallet! Saving money on travel is a Savvy Financial Strategy for Life! Who doesn’t like to travel? Once everything is booked, travel provides peace of mind for a while and gives you valuable time with a significant other or your family. I absolutely love traveling and […]

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Savannah On My Mind….

This past December I took a vacation to Savannah, Georgia. I had never been there and decided it was the perfect time to go. I must say it is a beautiful place! It reminds me of a laid back version of Charleston, South Carolina. It’s full of squares that represent different people or events. One […]

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Take Time To Chill

Vacation reflections In the United States we don’t fully appreciate what it means to get away and relax!  For me, this means getting out of the country because I can disconnect from the internet, phone and news programming.  No temptation to check in or log in because I know my capable assistant, Joyce, has everything […]

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Walter Issacson

Leadership. Service. Innovation

Inspirational and thought-provoking words by themselves, these words come to life when stories are shared that relate to each of them. Recently we attended our ConnectEd conference.  This conference provides the opportunity for financial advisors from the three Advisor Group broker/dealers to come together for several days of education as well as an opportunity to […]

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Lone Cypress


Since we’ve returned, and even during the trip we were asked, “What’s your favorite part?”  Stumped, neither Will, Sara Kathryn nor I could easily articulate one answer to this seemingly basic question.  Many reasons exist for our delayed responses.  Was there just one thing that captured us?  I don’t think there was.  Each new exposure […]

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