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Procyon Perspectives

The world as we see it

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04.20.2021

Tomato Plants and Trusts

Private wealth management & investing, Personal finance

A few years ago, some friends asked my family to take care of their tomato plants while they went on vacation. While they were away we could eat ripened tomatoes, and when they returned my husband and I could keep one of the plants. This…

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04.07.2021

Ingredients and Equities: Know What’s Inside to Optimize Your Financial Health

Private wealth management & investing, Personal finance

“To optimize your financial health, you don’t need to have a command of every detail of the stock market. However, you should understand generally what you own and why, and how the positions you own work together.” Do you check out the ingredients in your…

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03.15.2021

International Women’s Day 2021

Personal finance

Women Owning their Wealth (WOW) Collaborative kicks off its 2021 series of Financial Wellness seminars during Women’s History Month and in celebration of International Women’s Day with this webinar!  Amber Kendrick CPFA, CRPS®, Caroline Wetzel CFP®, CDFA®, AWMA® and Karen Drancik offer a panel discussion…

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02.26.2021

Healthy Fats – How About Healthy Debt?

Private wealth management & investing, Personal finance

When it comes to your finances, what keeps you awake at night? A few years ago, a client, Louise*, confided in me: “Debt gets me nervous.” Knowing that Louise and her husband, Will, were health-conscious individuals, I asked Louise how she felt about consuming fat…

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01.28.2021

Healthy, Wealthy, and Wise: Optimize Your Financial Health For The Longevity

Personal finance

Caroline Wetzel, CFP® and Natural Nutmeg Magazine 10 Best Life/Business Coach will share the biggest financial concerns in today’s Longevity Economy and questions to evaluate your readiness for a satisfying future. Watch the replay below!  

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12.30.2020

Resolve To Detox Your Finances in 2021

Private wealth management & investing, Personal finance

I admit it. I sipped many virtual happy hour drinks and binged on comfort foods to initially cope with COVID-19. I regularly rationalized my choices. They offered enjoyment and relief during a stressful time. However, by late summer when my favorite summer dresses did not…

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09.14.2020

What’s Your Money Story? This Is So Not Your Typical Financial Talk

Personal finance

Procyon’s own Caroline Wetzel and trained Mediator, Colleen O’Neil, enjoy a real conversation about our relationship with money. Click the link below to watch the video and check out these highlights: 2:45 – Caroline shares her money story and how life not happening according to…

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05.01.2020

Financial Planning: Building Your Personal Roadmap

Private wealth management & investing

When you hear the phrase “financial planning” what comes to mind? These two words can conjure up a variety of emotions and expectations.

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