11/05/25
Sheldon Maye, Founder

It’s Benefits Open Enrollment Season!

Ever feel like Benefits Open Enrollment season is a pop quiz you didn't study for? Sifting through confusing acronyms like HSA, PPO, and Roth...

10/29/25
Sheldon Maye, Founder

So You Have a Nest Egg and Want to Grow it?

We all dream of financial freedom. Congrats to those who have a decent job and are building a nest egg. You’re part of the way there.

And now -...

10/22/25
Sheldon Maye, Founder

Getting Married? You Need More than a Wedding Budget…

Have you ever been to an Escape Room where you’re paired up with a complete stranger to figure out complex puzzles before the timer runs out?...

10/15/25
Sheldon Maye, Founder

Want to Reach Your Financial Goals? You Need a Plan

It’s 4:30am, pitch dark and cold outside. I’m 11 years old, and I’m getting out of bed at this ungodly hour for that long lost childhood ritual - a...

10/02/24
Sheldon Maye, Founder

Introducing…Financial Butlers

Welcome to the first episode in our AI-powered podcast series. Quickly learn who we are and how to stay in touch. We can’t wait to meet you!

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