Your Resource Center for Authentic Wealth
Here, you’ll find insights, articles, and resources to support your journey.
Wealth Beyond Riches: Building Prosperity With Purpose, Values, and Impact
Hosted by: Abbey Henderson
Current Insights
July 9, 2025
Planning, Priorities, and Trade-Offs: Navigating the Latest Tax Overhaul
The 2025 tax law introduces changes to deductions, estate tax exemptions, and retirement benefits—while cutting back on clean energy credits. Discover how these updates affect your tax planning and values-based financial strategy.
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July 8, 2025
June Market Update: The Rally Continues
Markets soared for a second month as inflation eased and trade tensions cooled. The S&P 500 broke 6,000, tech led the rally again, and global markets joined in. Despite mixed economic signals, strong earnings and slowing prices kept the rally alive. Will rate cuts come next?
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June 25, 2025
Meditation for Financial Clarity
Do you make better financial decisions when you are relaxed, non-reactive and thinking clearly? If the answer is yes, you may want to try meditation.
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June 23, 2025
Navigating Today’s Housing Market: What Young Buyers Need to Know
Buying your first home? Understand market realities, get insights on interest rates, hidden costs, and smart financial planning.
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June 18, 2025
Helping the Next Generation Buy Their First Home: A Guide for Parents
Guide your children through their first home purchase. Learn strategic financial support options, tax considerations, and how to strengthen your family’s multi-generational wealth.
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June 15, 2025
May Market Update: Things Are Looking Up
Markets bounced back in May with the strongest U.S. stock performance since late 2023, driven by easing trade tensions and reduced volatility—though economic challenges still linger.
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May 15, 2025
Couples & Money: How Tackling the Tough Conversations Can Strengthen Your Financial Goals
Talking about money with your partner isn’t always easy—but it’s essential. Whether you’re managing shared expenses, merging wealth, or setting joint goals, clear and honest financial communication for couples can prevent conflict and build trust.
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May 1, 2025
Navigating Prenuptial Agreements in Massachusetts: Legal Foundations and Advanced Planning
Learn how to collaborate with attorneys, advisors, and financial life coaches for comprehensive pre-marital financial planning.
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