We just completed our 8th Annual CFO Players Club retreat. This event was created for our clients to take time away from their day-to-day to stop and reflect on “for the ...

Ever wondered why some people never seem to struggle with how to pay the bills? It is because they confidently know how to generate the money they want to make AND when they are ...

The true cost of errors. Where did personal responsibility go? One of my mentors, a long time ago, told me you either have reasons or you have results. Either way, it’s yours. ...

Forbes put out an article last year about the 5 biggest financial regrets Americans have and they are as follows: Not saving for retirement early enough Not enough savings ...

The desire to grow and learn and make a difference is inherent in most entrepreneurs I meet. Yes, there are some who have simply created themselves a job on their own terms either ...

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 ...