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 ...

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. ...

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 ...

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 ...

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 ...

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 ...