“People aren’t dumb, the world is hard.”
Richard Thayler
Nobel Prize Winning Behavioral Economist
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.”
Richard Thayler
Nobel Prize Winning Behavioral Economist
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.
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.
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.
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.
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.
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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.
