Your mindset and goals continually evolve over time. At age 25, you might be focused on paying off student loans and saving up for your first home. Your career is just getting started, and post-work… Read More
Retirement Plan Options for the Self-Employed
Whether you’re a freelancer or an entrepreneur, being your own boss has many perks. You can set your own schedule, prioritize the projects that mean the most to you, and you have the leverage to… Read More
Newsletter: What You Should Focus On
“In many lines of work, it isn’t how much you do that counts, but how much you do well and how often you decide right.” -William Feather Where are you focusing your attention financially? Are… Read More
Best Tools to Keep Your Small Business Organized
Staying organized and having a strategic plan and system in place to help you execute your goals is the secret to success as a small business owner. With so many tech tools to choose from… Read More
6 Leadership Books Every Business Owner Should Read
Being a business owner brings a mix of daily emotions. It can be incredibly hard, but also incredibly rewarding work. No matter how long you’ve been running your own company, even the best business owners… Read More
Newsletter: 9 Ways To Prepare For The Next Recession
WHEN IS THE NEXT RECESSION? That’s one of the questions we hear most often. And for good reason. Recessions can be complicated, misunderstood and sometimes downright scary. With the U.S. expansion nearly 10 years old,… Read More
Newsletter: Student of the Market
Happy New year to you and your family. Below are some interesting points over the past year and decade. Let me know if you have any questions at all. I am here to help you… Read More
15 Ways to Teach Kids About Giving During the Holidays (While Doing Something Together as a Family)!
The holidays are an especially wonderful time to teach kids about giving and serving others. Learning that “giving” goes beyond buying presents for loved ones and really means helping those in need can be an… Read More
Savings Strategies Full-Time Traveling Families Use to Fund Their Trips
Did you know there is a world of families out there that are traveling the globe FULL TIME?! You read that right – these families don’t have a brick-and-mortar home; instead, they have prioritized traveling… Read More
What is a Family Business Succession Plan and Do I Need One for My Business?
If you intend to pass your business on to the next generation, developing a business succession plan should be top of mind when considering the future of your company. Eventually, you will want (or need)… Read More
