facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

GET INSPIRED

Ideal Living

Live Your Purpose.  Invest With Impact.  Enrich Your Community.

"Ideal Living" - our monthly guide to finance and wellness to inspire you to create a life of purpose and impact.

JOIN OUR MAILING LIST to receive the latest issue of "Ideal Living"

January 2021

As we kick off 2021, what changes are you ready to make to build the live you were meant to live?
  • "1,273 People Share Their Best Life Lessons from 2020"
  • "15 Life Skills Everyone Should (Actually) Know"
  • "Welcome to a new era of ESG and sustainable finance"
  • Community Spotlight: Fill More Waste Less
  • Team Ohana: Chris's Polar Plunge
  • Ohana's Reading List: The Resilliency Effect
  • "Almost everything you need to know about SPAC's"

READ JANUARY ISSUE

December 2020

This may be the jump-start you need to find the best version of yourself.
  • "Asking Yourself These 4 Questions Will Lead to a Longer, More Meaningful Life"
  • "How to Find Happiness in Today's Not-So-Happy World"
  • "Investors Pile into ETF's Devoted to Socially Responsible ESG"
  • Community Spotlight: Cincinnati Zoo & Botanical Gardens
  • Team Ohana: Hais Family's Move Towards Living Green
  • Ohana's Watchlist: Kiss The Ground
  • "7 Financial Moves to Make 2021 Less Stressful"

READ DECEMBER ISSUE

November 2020

Need a little inspiration?  We've rounded up some articles to do just that.
  • "20 Things People Learn Too Late In Life"
  • "12 Age-Reversing Habits"
  • Is Socially Responsible Investing (SRI) Right for You?
  • Community Spotlight: Cincinnati Nature Center
  • Ohana's Watchlist: find out what we're watching ...
  • What to Consider When Making Big Purchases

READ NOVEMBER ISSUE

August 2020

We're back this month with fresh new articles to inspire you.
  • "The Fuel of Personal Development is Motivation"
  • Why Regenerative Agriculture is the Future of Sustainable Food
  • Community Spotlight: Fibonacci Brewing Co.
  • Team Ohana: Nature Getaways
  • Upcoming Events: UC Retirement Plan Changes Webinars

   READ AUGUST ISSUE  

June 2020

We have some great content lined up for you in this month's issue.
  • 5 Questions to Ask When You Need Help Finding Your Purpose
  • Reduce Your Impact - Plastics (Part 2)
  • "10 Reasons You Need a Garden"
  • Community Spotlight: Local Food Connection
  • "Working From Home: Understanding Home Office Deductions"

   READ JUNE EDITION  

May 2020

This issue of "Ideal Living" includes:
  • "Three Equations for a Happy Life, Even During a Pandemic"
  • What emergency relief options are available to me?
  • "The Health Benefits of Going Outside"