One of the greatest gifts my Mom gave me was the understanding of how valuable education is. In my profession one of the things I am very clear on is how little education is ...

There’s a hole in the bucket dear Liza dear Liza! Ok maybe I’m dating myself and I am sure for those of us who do remember the song it brings playful thoughts to mind. Do you ...

Onward The media has such a powerful impact on our culture.  It is intriguing how information is taken at face value without a second thought that there may be another way to ...

Lessons Learned from Travel As many of you may know, I have been on the road since the 8th of February.  By time you read this on March 12, I will be just arriving home again.  ...

Make Tax Time Easier 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 ...

The Shame of Money Or better said the shame we feel about money.  I see this at every turn when it comes to dealing with money.  Do you find yourself in any of the following ...

The Right Money Team Last week we reminisced about the childhood song “There’s a hole in the bucket dear Liza dear Liza!” We talked about John and the hole he had in his ...

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 ...

  This year has been one of many changes for us.  We launched our new brand, we have focused on improving and documenting our systems and processes for a better client ...

A Curious Mind   Wow, did your summer fly by as fast as mine did? Here in Montana, the fall is creeping in really quickly this year.  We even had snow in the mountains ...