The end of the year is fast approaching and the Holiday bustle is in full swing. Depending on what industry you are in, this is the perfect time of year to begin to reflect on how ...

If you have never been to Mexico, I highly recommend it. Not only are the sun and the ocean delightful, but the people and the culture are also refreshing. They are happy and kind ...

Will we ever learn?   As an entrepreneur who takes great joy in creating meaningful work for my team while at the same time providing excellent service to our clients, I will ...

Time to step it up! In most families, there is someone who takes care of all the bills.  This person typically is the one to manage the family cash flow, make decisions on ...

When I first started my company, I was taught that “he who has the best Rolodex will have the greatest success”, in other words, it’s not what you know it’s who you ...

Bank fraud is on the rise right now in a serious way.  It’s not a coincidence that it is happening on the tail end of two years of codependency and isolation. The human mind is ...

We have been meeting with a number of new clients lately. All of whom are committed to learning new ways to work with money so they can create not only the kind of business they ...

Recently I have been on the road a little more, getting our WY office set up.  We drive as often as we can because flying is more stressful than it used to be.  Most flights ...

Being blessed by the givers of the world is actually a two-way street.  First, we are open and curious and then we are able to be a receiver of the gifts that are being given.  ...

It’s that time of year again… TAXES For some, even the word brings with it a sense of dread and burden. What if it didn’t have to be that way? The truth is, if tax time ...