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Financial Wellness

“People aren’t dumb, the world is hard.

This page was created for individuals who want to gain

a better understanding of how the world of personal finance works.

We don’t have all the answers, but we’re looking for them.

Our Pursuit

We’re learning and growing every day and want to share our experiences with you. Follow along and join our community as we try to make sense of our complex world, together.

Financial Wellness

“People aren’t dumb, the world is hard.

This page was created for individuals who want to gain a better understanding of how the world of personal finance works. We don’t have all the answers, but we’re looking for them.

Our Pursuit

We’re learning and growing every day and want to share our experiences with you. Follow along and join our community as we try to make sense of our complex world, together.

Our Podcast

Financially Mindful

Silver Pine’s Jim Grace hosts the Financially Mindful Podcast with entrepreneur Daniel James, where they unpack the secrets to financial wellness by chatting with industry professionals and influencers.

Listen Now
Our Blog

Money Stories

Learn from our experiences as we share anecdotes from our own lives, as well as our clients. We also share additional resources from our partners to get as much helpful information in front of you as possible.

Coming Soon
Financially Mindful

Listen & Learn

Gain insights from a range of experts to prepare you for all of life’s unexpected events and planned milestones.

Investing

Money & Emotions

How to keep your emotions out of making important financial decisions.

Retirement

Retiring Comfortably

Debunking the myths of retirement communities with our resident expert.

Real Estate

Real Estate Investing 101

Tips on adding value to your properties and financing your initial investment.

College

Funding College

Simplifying the often overwhelming process of college planning.

Identity Theft

Beat the Scammers

Steps you can take to ensure you don’t fall victim to an increasingly common crime.

Retirement

Making Sense of your 401K

Unpacking the ins and outs of what might be your largest asset, your 401K.

Our Podcast

Financially Mindful

Silver Pine’s Jim Grace hosts the Financially Mindful Podcast with entrepreneur Daniel James, where they unpack the secrets to financial wellness by chatting with industry professionals and influencers.

Listen Now
Our Blog

Money Stories

Learn from our experiences as we share anecdotes from our own lives, as well as our clients. We also share resources from our partners to get as much helpful information in front of you as possible.

Coming Soon
Financially Mindful

Listen & Learn

Gain insights from a range of experts to prepare you for all of life’s unexpected events and planned milestones.

Investing

Money & Emotions

How to keep your emotions out of making important financial decisions.

Retirement

Retiring Comfortably

Debunking the myths of retirement communities with our resident expert.

Real Estate

Real Estate Investing 101

Tips on adding value to your properties and financing your initial investment.

College

Funding College

Simplifying the often overwhelming process of college planning.

Identity Theft

Beat the Scammers

Steps you can take to ensure you don’t fall victim to an increasingly common crime.

Retirement

Making Sense of Your 401k

Unpacking the ins and outs of what might be your largest asset, your 401K.

Money Stories

Read our latest posts

We help you navigate uncertain times with real-world financial experiences from us, our partners, and our clients.

Consumer Tips

What to do after a car accident

Get in Touch

Ready to grow your nest egg?

Questions? We’ve got answers. Leave us a message and we’ll be in touch.

    Get in Touch

    Ready to grow your nest egg?

    Questions? We’ve got answers. Leave us a message and we’ll be in touch.