Sue Thompson March 30, 2021 CFO Agency, Learning, Money, Numbers, Systems

Four Leaf Clover

The universal symbol of good luck is the Four-Leaf Clover.   The tradition was first documented in 1620 by Sir John Melton and the belief was if you carried a four-leaf clover ...

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Sue Thompson March 25, 2021 CFO Agency, Finances, Money, Systems, Taxes

Head In The Sand

Money shame happens no matter how much or how little money you have. As a result a lot of us choose to stick our heads in the sand when it comes to money.  Being willing to get ...

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Sue Thompson January 14, 2021 CFO Agency, goals, Money, Plan, Systems

Don’t Let Unrest Stop You

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 ...

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Sue Thompson December 10, 2020 Money, Systems, Taxes

It’s Been a Wild Ride!

It’s been a wild ride!      As the year is coming to a close we have been having lots of planning conversations with clients for tax strategy.  The good news for our ...

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Sue Thompson November 18, 2020 Accounting, CFO Agency, Systems, Taxes

Easy Tax Planning

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 ...

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Sue Thompson May 21, 2020 CFO, CFO Agency, Finances, Financial, Financial Literacy, Learning, Numbers, Systems

Are You Abdicating Financial Control?

Spring is finally here in the mountains. Plants are emerging from the ground, the grass is turning green, and there are enough warm hours in the day to open the windows. I love ...

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Sue Thompson May 12, 2020 CFO Agency, Finances, Financial, Systems

Financial Leadership

How would you rate yourself as the leader of your finances? Awareness is one of the greatest gifts we can give ourselves. When we are aware of where we are with a topic, then we ...

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Sue Thompson March 9, 2020 CFO Agency, Coaching, Peace of Mind, Systems, Training

Lessons Learned From Travel

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.  ...

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Sue Thompson February 27, 2020 CFO, CFO Agency, Coaching, growth, Systems, Taxes

Why?

What is the money for? Why? A question they say never to ask a child.  Why?   Why did that happen that way? Why do think that way? Why do you want that? Sometimes I wonder if ...

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Sue Thompson February 20, 2020 CFO Agency, Peace of Mind, Systems, Taxes

Make Tax Time Easier

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 ...

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