Were you aware that the numbers of your business and your personal life tell a story? They tell the story of success. They clearly tell you what is working well and what is not. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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.  ...