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Blog

A young woman vacuuming her apartment with headphones on and dancing.
Ann Martin | May 27, 2025

Financial Spring Cleaning: 8 Ways To Refresh Your Finances

Retirement
Investments
Savings

As spring arrives and the weather warms up, many people turn their attention to cleaning out closets and organizing their homes. According to a recent survey

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Ann Martin | May 13, 2025

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Investments

What makes one investor stick with their strategy through market swings while another panics and pulls out?

Often, it comes down to mindset.

Your investing

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A person in a suit sitting behind a chessboard with their hands together in a "ready to play" position.
Ann Martin | Apr 29, 2025

5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns

Investments
Retirement
Tax Planning

What do you do when faced with a complex financial challenge?

Do you seek an immediate solution, or do you take the time to fully understand the issue before

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Ann Martin | Apr 21, 2025

Shred Event THIS SATURDAY!

Events
Community

Don’t miss the Free Document Shredding Day drop-off event on Saturday, April 26th from 9:00 AM to 11:00 AM. This event is co-sponsored by Apricity Wealth

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A person at a desk, using a calculator and writing in a notebook.
Ann Martin | Apr 8, 2025

5 Tax-Saving Strategies to Keep More of Your Money

Tax Planning
Retirement

Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and keep more of your hard-earned money where

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Ann Martin | Mar 20, 2025

Free Shredding Event!

Community Event
Events
Recycling
Don’t miss the Free Document Shredding Day drop-off event on Saturday, April 26th from 9:00 AM to 11:00 AM. This event is co-sponsored by Apricity Wealth
Read More
Two people in an office working together at a laptop.
Ann Martin | Mar 11, 2025

How to Dive into Business Succession Planning: 10 Key Questions

Investments
Finance
Tax Planning

What will happen to your business when it’s time for you to take a step back?

That can be a tough question that many business owners eventually have to face.

Yet

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An overhead view of someone walking on a tightrope high above a forest.
Ann Martin | Feb 25, 2025

How to Stay Invested in Volatile Markets Without Losing Sleep

Investments
Risk Management
Savings

Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the

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A crate overflowing with a harvest of vegetables.
Ann Martin | Feb 11, 2025

From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices

Lifestyle

What financial habits have helped you most in life?

Which ones have held you back?

No matter how you answer those questions, your money habits have a lot to do

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Two people working at a table in an office using a calculator.
Ann Martin | Jan 28, 2025

7 Effective Tax Optimization Strategies for High-Net-Worth Individuals

Tax Planning
Investments
Retirement
Estate Planning
Real Estate

What does it take to minimize your tax bill, not just this year but in the years to come?

The answer varies for each individual. Tax optimization strategies

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A person walking on stone steps on an outdoor pond.
Ann Martin | Jan 14, 2025

Planning for the Future: Essential Steps to Secure Your Retirement

Retirement
Savings

Is your retirement savings on track?

If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very

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Ann Martin | Jan 6, 2025

How Hindsight Bias Hurts Investors

Investments

How many of your financial choices are based purely on logic?

It could be fewer than you think.

That’s because most of us make money decisions with our emotions

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