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Reset: Reassess, recharge, and recommit

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The relationship factor: Discussing money with family

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Planning for the "what-ifs" – made simple

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1ST | The uncertain halfway point of 2025

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The invisible load: emotional, mental, and financial

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What to ask before hiring a financial adviser

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Building wealth through markets with confidence

Isabel Potter 6/26/25 Isabel Potter 6/26/25

Creating a sustainable spending plan

Isabel Potter 6/25/25 Isabel Potter 6/25/25

Financial clarity creates confidence at home

Isabel Potter 6/24/25 Isabel Potter 6/24/25

Setting financial goals that actually serve you

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Define your why: Give your money a mission

Todd Potter 6/1/25 Todd Potter 6/1/25

1ST | Managing name, image, and likeness (NIL)

Todd Potter 5/1/25 Todd Potter 5/1/25

1ST | Planning opportunities in a volatile market

Be Free 4/1/25 Be Free 4/1/25

1ST | You wouldn’t be human if you didn’t fear loss

Be Free 3/1/25 Be Free 3/1/25

1ST | America’s economy is a supertanker

Todd Potter 2/1/25 Todd Potter 2/1/25

1ST | You can’t change what you don’t measure

Todd Potter 1/1/25 Todd Potter 1/1/25

1ST | Every family’s relationship with money is different