EXPERT ADVICE
Health
Brooke is an integrative psychiatric PA-C bridging conventional medicine and holistic, evidence-informed care to offer individualized, comprehensive support.
Fuel for Stability
Stable blood sugar is one of the most underleveraged performance tools for professional women. When glucose spikes and crashes, which is common on high-stress, busy days, cortisol steps in to compensate. This can compound an already activated nervous system.
The downstream effects feel like a productivity killer: brain fog, irritability, energy crashes, and anxiety.
Supporting your mood, cognitive function, and vitality with a few foundations:
Eat enough protein at breakfast (at least 30 grams)
Schedule in time to eat rather than skipping meals on busy days
Pair carbohydrates with fat or protein to blunt the glucose spike
Add 10 minutes of movement right after meals to improve insulin sensitivity
Finance
Nikki MacDonald, CFP & Helena Rosenthal, MBA are Financial Advisors focused on with women-led households, busy families, and closely held businesses.
End of Year Financial Planning Tips
As summer ends and routines return, it's an ideal time to take a fresh look at your financial plan before the year slips away. Here are five key areas to review (four more coming soon!):
Rebalance Your Portfolio
Review your investment allocations and make sure your portfolio still aligns with your goals, time horizon, and risk tolerance. Strong market performance can create unintended concentration risk over time.
Optimize Asset Location
Evaluate whether investments are being held in the most tax-efficient accounts. Strategic placement of assets across taxable, tax-deferred, and Roth accounts can improve after-tax returns.
Check Your Retirement Savings Progress
Assess whether you're on pace to meet your annual retirement savings goals. If you've received a raise, bonus, or promotion this year, consider increasing contributions while there's still time.
Run a Tax Checkup
Conduct a midyear tax projection to identify opportunities such as Roth conversions, tax-loss harvesting, charitable giving strategies, and adjustments to withholding or estimated tax payments.
Review Cash Reserves and Debt
Ensure your emergency savings are adequate, earning competitive yields, and aligned with upcoming expenses. Also review outstanding debt and its impact on your overall financial plan.