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 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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Sue Thompson April 15, 2021 CFO Agency, Wealth, Wealth Building

Benchmarks for Wealth Development

As an entrepreneur you know the importance of generating income and having good margins in the process, so you are truly generating income for yourself and your family not just ...

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Sue Thompson October 4, 2018 Dreams, Entrepreneur, Financial, goals, growth, Journey, Lifestyle, Money, New Beginnings, Numbers, Wealth

What’s Your Biggest Pain Point?

There is typically one area where most people feel the pain of not having enough information to resolve their money issue. This year when we asked the question, the answer came ...

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Sue Thompson September 27, 2018 Business, Commitment, Decision, Entrepreneur, Finances, Financial, Money, Plan, Wealth

Will I have enough money?

Will I have enough money? It’s a valid question. We have all watched the markets fall apart, heard about scandals happening to retirement funds, or know people who have lost ...

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Sue Thompson September 20, 2018 CFO, Dreams, Entrepreneur, Finances, goals, Learning, Mindset, Money, Money Principles, Wealth

Understanding the Role of Money

Each and everyone one of us have a different way of understanding the role of money in our life. Something I hear from so many entrepreneurs is… What am I supposed to do with my ...

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Sue Thompson August 30, 2018 Business, Entrepreneur, Financial, Wealth

Big Financial Goals

You have big financial goals, ones that would change your life and business forever! But there is something in your way of achieving those goals… You don’t have the systems ...

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Sue Thompson July 19, 2018 Financial, Free Gift, Money, Wealth

Unexpected Wealth

One of the gifts I give myself when I travel is reading for entertainment. With all the noise that surrounds us as we travel, I find that an entertaining novel can keep my mind ...

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Sue December 11, 2017 Numbers, Taxes, Wealth

A Tax Saving Secret

If you are ready to save big on your 2017 taxes by taking really smart steps before December 31st you are going to appreciate this article. Waiting until after December 31 to ...

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Sue November 29, 2017 Numbers, Taxes, Wealth

Afraid of Your Upcoming Tax Bill?

If you are beginning to wonder what your tax liability will be this year then now is actually the time to look at your strategy for keeping more of the money you make. If you wait ...

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