Life Planning
Financial coaching for your family’s financial health.
Navigating Healthcare and Aging: Event Replay
As part of our work with you, our team brings together groups of experts to answer questions and provide guidance in the many areas of your financial life. Few areas…
Mid-Year Outlook Webinar Replay
With the COVID-19 pandemic and corresponding lockdowns spreading across the world, 2020 was a year unlike any other. Here at Potentia Wealth, we hoped that 2021 would be the year…
Healthy, Wealthy & Wise: Our Top Takeaways
Maintaining your health and your nest egg in retirement are two of the biggest concerns currently facing Americans, even if you are still decades away from retirement. To chart…
What Is the Antidote to Financial FOMO?
Don’t let fear and anxiety drive your financial risk-taking.
My 2021 Financial Resolution
I’m going to keep my eye on a shift from growth stocks to value stocks.
If Jerome Powell Is Worried, Should You Be Worried, Too?
The short answer is no, but this is an important time to pay attention and possibly recalibrate for your family’s financial future.
The Ritual of Taxes
Part of the ritual of my business life is the on-going conversation with trusted advisors.
Navigating Uncertainty
If there was ever a time to focus our perspective down the road, this is it.
Reasons to Give Thanks
Our collective resolve is being tested, but that is when we grow.