Adapted from the August AADMM Blog by Katherine Gudgel Many of you may have received a July 3rd email from the Social Security Administration referencing the new legislation known as the “One Big, Beautiful Bill.” While the email is authentic, some…
A Strong Start to a Meaningful Journey This first month has been nothing short of inspiring. I’ve had the pleasure of meeting with a handful of our clients, and each conversation has reaffirmed why I am here. Our mission—to bring…
[et_pb_section fb_built="1" admin_label="section" _builder_version="4.16" global_colors_info="{}" theme_builder_area="post_content"][et_pb_row admin_label="row" _builder_version="4.16" background_size="initial" background_position="top_left" background_repeat="repeat" global_colors_info="{}" theme_builder_area="post_content"][et_pb_column type="4_4" _builder_version="4.16" custom_padding="|||" global_colors_info="{}" custom_padding__hover="|||" theme_builder_area="post_content"][et_pb_text _builder_version="4.21.0" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"]Insights from Six Months as a Daily Money Manager[/et_pb_text][et_pb_text _builder_version="4.21.0" _module_preset="default" global_colors_info="{}" theme_builder_area="post_content"]Goals With an MBA and background…