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 ...

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 ...

When you are planning to take on a new goal or a new activity how do you go about it? Are you a lone ranger who likes to figure everything out on your own?  Or do you go in ...

When I first started in mortgage and personal lending in the early 80’s (Which really wasn’t that long ago) rates began at 12-14%.  This didn’t seem to be as much of a ...

In the last 12 months, we have experienced a significant increase in really strong windstorms.  It is actually a real thing if you google it!  Have you experienced changes in ...

One of the lessons I’ve learned in life is that when it comes to our money we need to be in the driver’s seat.  The world of finance is always changing and can often ...

As things keep changing it is important to stay current on the items that impact you.  Anything more is just noise, a distraction most of us do not have time for. So what is ...

Finally, the end of the year is almost here and what a year it has been. Even the weather is doing new things, we are already in snow, talk about challenging and exciting! The ...

Increased Revenues with Tax Strategies Welcome back to our series on Powering Up Your Profitability.  If you missed last week about planning for growth you can visit it HERE.   ...

Ready for the next step in our series? We have all heard the saying “people don’t plan to fail they fail to plan”. This is a lesson I know I have learned again and ...