We have all had experiences where we have invested in things, but they just didn’t quite pan out like we thought they would. I know I have had lots of them. Yet, they work ...

Someday when… Is philanthropy something on your list to do… someday? Or maybe your dream is “I’ll take that amazing vacation… someday”. I know for myself, ...

Today we are going to Whitefish to book the hotel for our annual Players Club Retreat. After missing last year due to the challenges of COVID, I am truly excited about the group ...

QuickBooks is an intuit product meaning it is “intuitive” to use.  I will give them credit, they have taken double-entry accounting and made it “easy” to ...

When it comes to wealth building, the Balance Sheet is King! This is where we track the Assets, Liabilities, and Equity of your wealth. In my experience, this is the least ...

When I am able to get to this point in a conversation with a client it is really interesting how often there is a huge pause. Most of us are so busy taking care of today that ...

Compliance. This word can bring up all kinds of emotions. Either you know you are out of compliance and you are hoping you won’t get caught before you have a chance to clean it ...

Do you have or need an exit strategy for your business? You may be wondering why I am asking you to think about an exit strategy. The most successful businesses begin with the end ...

I love Jazz and I love money!  For me they both make music and they both make me happy! Music is one of those things that touch our hearts in many different ways.  One form of ...

I’m embarrassed… This is a statement I hear often.  It doesn’t matter whether you are a multi 7 figure business owner or a 6 figure business owner.  It ...