Sue Thompson September 22, 2022 Plan

Time to step it up!

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 ...

Read More
Sue Thompson August 30, 2022 CFO Agency, Gratitude, Journey, Mindset

Connections

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 ...

Read More
Sue Thompson July 21, 2022 CFO Agency

Theft

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 ...

Read More
Sue Thompson June 16, 2022 CFO Agency

Lifetime Learning

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 ...

Read More
Sue Thompson May 19, 2022 Business, Change

Where did customer service go?

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 ...

Read More
Sue Thompson April 21, 2022 CFO Agency, Learning, Responsibility

The people we learn from

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.  ...

Read More
Sue Thompson March 17, 2022 CFO Agency, Taxes

It’s that time of year again…

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 ...

Read More
Sue Thompson February 17, 2022 Finances, Plan

Radical Economic Thinker

Radical Economic Thinker. I heard this term recently when visiting with some people who are making a difference in the world by thinking in this way.  It struck an instant chord. ...

Read More
Sue Thompson January 20, 2022 Finances, Plan

We Made It!

Well, 2021 was a year not many of us will care to repeat when it comes to health issues! Hopefully, there were other things that were exciting and memorable and created a stronger ...

Read More
Sue Thompson December 9, 2021 CFO Agency

Afraid of your upcoming tax bill?

If you are beginning to wonder what your tax liability will be this year, then now is actually the time to look at your strategy for keeping more of the money you make. If you ...

Read More