I trust you had an amazing Independence Day Weekend.  During these unsettling times it is good to be reminded of the benefits we have in our country –  especially as an ...

Keep More of the Money you make! Welcome back to our series of powering up profitability! In our last blog we talked about the importance of planning and the benefits of Dynamic ...

Are you the kind of person who wants to know the sex of a new baby before it is born, or do you prefer the mystery and anticipation of not knowing? Are you one who is diligent ...

Time Is Drawing Near! As part of the federal government’s tax relief measures  during the COVID-19 pandemic, the IRS extended key deadlines. The new deadline for filing the ...

What will set you up to win no matter what happens? Did it come in? For those who applied for the SBA Economic Injury Loan you are probably receiving emails to either accept loan ...

Many of our clients have found that the stimulus funds did their job; kept the cash flow moving so fulfillment and employment could continue. Individuals are also receiving their ...

Have you noticed that even in the face of our current “normal” we have found a way to keep life moving forward?  I love how creative, resourceful and determined we are. As ...

Spring is finally here in the mountains. Plants are emerging from the ground, the grass is turning green, and there are enough warm hours in the day to open the windows. I love ...

How would you rate yourself as the leader of your finances? Awareness is one of the greatest gifts we can give ourselves. When we are aware of where we are with a topic, then we ...

First of all, congratulations! Receiving Paycheck Protection Program (PPP) and/or Economic Injury Disaster Loan (EIDL) funding is truly historic. This is the first time in history ...