Finance

Group of friends giving gifts at the holidays

Season of Giving

  Season of Giving, Season of Growth  Making the Most of Your Money and Meaning This Holiday Season By Melinda Adams, Financial Advisor, CEPA®   The holidays have a way of bringing out the best in us. The lights twinkle a little brighter, our hearts grow a little fuller, and ...

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Prepared for the Unexpected

    Prepared for the Unexpected: A Gift of Love and Peace By Melinda Adams, Financial Advisor, CEPA®     This past 4th of July weekend, Central Texas was hit with devastating flash floods. In a matter of moments, lives were lost, homes were destroyed, and families were left to ...

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She Holds the Future

    Why Women Must Get Ready for the Great Wealth Transfer By Melinda Adams, Financial Advisor, CEPA®   This month, as I blow out another birthday candle, I find myself thinking less about age—and more about legacy. Not just mine, but ours. Because right now, something big is happening ...

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Financial Freshness

Spring Into Financial Freshness A Season to Reimagine What’s Possible By Melinda Adams, Financial Advisor, CEPA®   Spring is a season of renewal, a time to refresh our homes, our routines, and—most importantly—our mindset. What if this spring, instead of just organizing closets, you took a fresh look at your ...

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Shape Your Destiny

  Turning Today’s Decisions into Tomorrow’s Success By Melinda Adams, Financial Advisor, CEPA   Have you ever paused to imagine your life 10, 20, or even 30 years from now? What kind of life will you be living? The choices you make today are shaping your future self—so why not ...

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