Sue Thompson February 17, 2022 Finances, Plan

Radical Economic Thinker

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. ...

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Sue Thompson January 20, 2022 Finances, Plan

We Made It!

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 ...

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Sue Thompson November 11, 2021 CEO Club, Dreams, Plan

It’s been 8 years!

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 ...

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Sue Thompson September 30, 2021 CFO Agency, Plan, Wealth

5 Biggest Financial Regrets in America

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 ...

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Sue Thompson September 23, 2021 Abundance, CFO Agency, Entrepreneur, Plan

So Why Are We Really Doing This?

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 ...

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Sue Thompson September 16, 2021 Money, Plan

But The Deal Sounded So Good

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 ...

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Sue Thompson September 9, 2021 Dreams, Generosity, Money, Plan

Someday I Will

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, ...

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Sue Thompson September 2, 2021 Entrepreneur, Freedom, Plan

Entrepreneurs with Vision

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 ...

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Sue Thompson August 19, 2021 Accounting, Money, Plan

Balance Sheet 101

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 ...

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Sue Thompson August 12, 2021 Money, Plan, Wealth

What is the money really for?

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 ...

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