I know it’s your favorite time of the year.  All the resolutions we “should” make for a happier, healthier, more prosperous new year.  One thing I have found is that ...

As things keep changing it is important to stay current on the items that impact you.  Anything more is just noise, a distraction most of us do not have time for. So what is ...

Christmas Bells Are Ringing… As you hear them what comes up for you? Is it a time of nostalgic thinking about the traditions that make the holidays special for you? Do they ...

It’s been a wild ride!      As the year is coming to a close we have been having lots of planning conversations with clients for tax strategy.  The good news for our ...

The world has truly changed this year, in more ways than I have seen in my lifetime. It has become a sadly divisive time I think because most responses are based in fear.   So ...

What if tax time could actually be a time of ease? This is the time of year when the reality of our money management systems comes to light. This is when we discover if our ...

Finally, the end of the year is almost here and what a year it has been. Even the weather is doing new things, we are already in snow, talk about challenging and exciting! The ...

Is it something you invest in? I believe education is the key that will open whatever door you want to walk through which is why I invest in it heavily. As the leader of your ...

It’s one thing to desire to make a lot of money; it’s another when it actually happens.  For each of us the number will be different, and there is a number when you finally ...

What is your tolerance to risk?   Would you consider yourself risk adverse or risk tolerant? It really depends on the situation, right? For example if I were to ask you about ...