Sue Thompson February 15, 2024 Wealth Building

Tis the season of tax!

Tis the season of tax! Yes, I know our favorite time of year.  If you haven’t been keeping accounting current all year long it may be the first time of the year that you have ...

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Sue Thompson September 21, 2023 CFO Agency, Journey

Mount Rushmore Musings Part 2

This is the second of a five-part blog series. This summer we visited Mount Rushmore and it was an inspiring experience.  If you missed the first one you can review it here.   ...

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Sue Thompson February 16, 2023 CFO Agency, Change

A Pivotal Year

There is a buzz on the street that 2023 is going to be a year of significant change for the better. For those who like to predict forward momentum, they feel 2023 will be a year ...

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Sue Thompson December 20, 2022 Change

A time to plan

The end of the year is fast approaching and the Holiday bustle is in full swing. Depending on what industry you are in, this is the perfect time of year to begin to reflect on how ...

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Sue Thompson September 22, 2022 Plan

Time to step it up!

Time to step it up! In most families, there is someone who takes care of all the bills.  This person typically is the one to manage the family cash flow, make decisions on ...

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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 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 February 20, 2019 Business, Decision, Entrepreneur, Finances, Mindset, Peace of Mind, Systems, Taxes

Tax Season with Ease

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 October 11, 2018 Finances, Money, Plan

Now Is The Time!

  Wow! We have entered in to the final quarter of the year already! How has it gone for you so far in 2018? If you are like most, your answer could be “I think it’s gone ...

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Sue Thompson September 13, 2018 Finances, Financial, goals, Money

Communication is a Two Way Street!

Communication… You can never have enough of it! I am sure you have experienced a game where a sentence is whispered into the ear of a participant, who is then to whisper it to ...

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