Lifestyle Lauren O’Brien, CFP®, RICP®, CPA Lifestyle Lauren O’Brien, CFP®, RICP®, CPA

Pomp and Circumstance: Celebrating 5/29

I had an amazing college experience. And if you have kids, I know you want that for them, too. Yet, the sticker shock of the cost of higher education can be daunting. So, on 5|29, let’s review the 529 education savings accounts with a few commonly asked questions.

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Lifestyle Rainbow Kirby Lifestyle Rainbow Kirby

Street Style: Meet Morgan Jones

“Storytelling is so important to me, digging in and explaining the art and science behind architecture. All of my experiences in operations and comms led me here, and I’m so grateful for my career and to work for a local small business, where I’m raising my family.”

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Lifestyle Rainbow Kirby Lifestyle Rainbow Kirby

Street Style: Meet Lauren O’Brien

We discussed all the things – relationships, spring events, retirement planning, the wealth transfer and the language of money. That’s what I love about smart, confident women—the conversation goes much deeper.

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Lifestyle Katelin Moomau, Esq. Lifestyle Katelin Moomau, Esq.

Making My Weakness My Strength

Something you may not know about me: I had a not-so-awesome childhood. Well, that’s not all true. Until the age of eight it was pretty idyllic. But in the fourth grade, my parents divorced and it was a doozy. 

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Lifestyle Rainbow Kirby Lifestyle Rainbow Kirby

Street Style: Meet Natalie O’Connor

Natalie O’Connor is a whirlwind of energy, gliding across the wood floor of her art loft, from painting to painting, explaining the artist’s journey, shuffling back to open a window, offer a chair, show us more paintings, offer us champagne. Yes, please, it’s 5 o’clock somewhere. 

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