Bookends Financial Planning

We are proud to be women owned! Today we give thanks for the trailblazers before us and work to inspire the next generation.

I am honored to be named to the Forbes/SHOOK Top Women Best-In-State list again this year. This recognition is only possible because of the talented team and wonderful clients I am privileged to work with every day. Thank you!

Happy Valentine’s Day from your friends at Bookends Financial Planning!

Sarah and Tanner took a break from their London fish n’ chips challenge to visit friends and colleagues at the Raymond James UK office. Here they are outside The Royal Exchange. It was a wonderful addition to their holiday!

Happy New Year from the Bookends Team! Here's to 2023!

Our team will be working remotely for the remainder of the year, please call or email if you need anything. We wish everyone a Happy New Year!

Happy Thanksgiving from your friends at Bookends Financial Planning!

Did you know that more gratitude translates to improvements in happiness, health, and relationships? Join me in shifting into a gratitude mindset with these 7 Simple Gratitude Practices. How will you (or do you already) leverage gratitude to improve your life?

7 Simple & Transformative Gratitude Exercises These 2-min gratitude practices can change your life

Happy Halloween from the Bookends Team!

Recession – it’s all we’ve been hearing about lately. If you’re trying to figure out how to adjust your strategy during market downturns, check out this guide. Learn 6 strategies to help you stay focused, make confident choices, and weather any recession.

How to Beat Recession Anxiety Learn how to make confident money moves in a recession

Happy Labor Day from the Bookends Team!

Think we're too smart to get caught up in a scam? Might be surprised at how savvy they are! Check out these money scams and how to avoid them!

How to Spot the Most Common Money Scams Discover how these scams steal billions & how to avoid

There’s a lot of confusion around inflation. Will prices come down soon? Will things get worse before they get better? Our expectations of inflation can have real power over financial decisions. Don’t make fear-based decisions – take this quick 2 minute true/false quiz to find out what you REALLY know about inflation.

What Do You Really Know About Inflation? Test your knowledge in a 2-min. true/false inflation quiz

We have loved having Tanner Boston intern for us this summer. His help has been invaluable and much appreciated. Good luck with I-Core this fall and we look forward to having you back next year!

What does retired life look like to you? Your retired life doesn’t have to look the same as everyone else. Learn how to tailor your retirement to fit your needs and live out your dreams in this Visual Insights Newsletter.

Creative Alternatives to Traditional Retirement Find new ways to retire & carve your own path

Happy 4th of July from the Bookends team!

Clients and friends, with so much going on in the world and in our lives, a return to some kind of “normal” seems far away. How do we find inner peace amid so much uncertainty? Research says the key is creating gratitude in the moment. Here’s how!

The Amazing Power of Gratitude Gratitude can be the key to happiness in chaotic times.

Mental Secrets To Make Better Financial Decisions Avoid the mistakes most investors make in a crisis

Our office building will be closed Thursday (9th) and Friday (10th) due to a building issue. We will be available by phone. Please call us at (317) 859-2502.

7 Valuable Silver Linings of Uncertainty Discover how to make the most of uncertainty

Avoid Recession Panic & Weather the Fallout with These Strategies If you know what to do during a recession, you can avoid common & costly mistakes.

Education is more than an experience, it's an investment. Sarah Boston and the Bookends team will help you understand the options and guide you through making this financial decision.

What Smart Investors Know About Corrections Get the facts about corrections so you don't panic.

Today's Motivational Monday calls for you to look through a different lens and focus on what is important to you. What are you looking forward to this week?

On this Thankful Thursday, we are especially grateful for the beauty in all of the changing seasons. What are you grateful for today?

Today we are crushing on Whitney Hayden! This past month, Bookends had the pleasure of being a gold sponsor for the Tumor Takedown Tailgate benefitting the National Brain Tumor Society. Whitney’s husband Adam was diagnosed with brain cancer in 2016, adding caregiver to her list of roles as wife, mother of three boys, and full-time respiratory therapist. If that isn’t enough, she helps Adam advocate for patient rights and raises money for this incurable cancer that effects the lives of so many families. We are in awe of her resilience and fortitude as she wears so many hats. Whitney, you are an inspiration!

Life-Changing Finance Lessons You Can't Learn Too Soon These lessons can transform your finances & your life

Powerful Goal-Setting Strategies for Uncertain Times These tactics can transform your goals & your life

Q1 markets? Rocky

Q1 markets? Rocky Here's what you need to know