Year-End Financial Planning: Your Ultimate Guide for a Prosperous 2024 Hello everyone, can you believe it? 2023 is drawing to a close! As we wrap up another year, it’s an opportune time to review and strategize various aspects of your financial life. Let’s dive into…
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Values & Goals
Systems And Habits
Let’s define what we mean by systems and habits. Simply put, a system is a set of steps or processes that we follow to achieve a specific goal. For example, if you’re trying to save money, you might set up a system for tracking your…
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21 Lessons In 21 Years
I recently marked my 21st year of being my own boss. It has been filled with the highest of highs and some of the lowest of lows. I try to learn from it all. These are a few of the lessons I have learned along…
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Your Year-End Financial Planning Checklist
End of the year is coming up, but before the party gets going, there are some financial planning strategies and tactics you may want to take advantage of so that your wealth-building plan starts 2023 in great shape. Reducing your taxes is always a…
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There’s No Time Like The Present: The Need For Business Owners To Properly Value Their Business
I’ll figure it out later when I’m ready to retire …. That is the response we often get from small business owners when we first ask how much their business is worth. A significant amount of the wealth of small business owners is tied up…
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5 goals for the New Year
5 goals for the new year. I recently wrote about the importance of goal setting. I asked you to share your goals with me, and thank you to those who did just that. I want to share my goals with you. A part of this…
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The Importance Of Goal Setting
“If you don’t know where you are going, any road will take you there” – Lewis Carroll Where are you going? Until you can answer that question, you can’t say what path is the best choice for you to take. Without knowing your direction,…
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Managing Trade-Offs in Our Lives
Let’s discuss managing trade-offs in our lives. I recently was having drinks with a friend of mine and got into a conversation about some of the choices that we have made in our personal and professional lives What was great about the conversation is that…
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Want to know what you should be reading?
Reading is to the mind what exercise is to the body. —Richard Steele It’s been a crazy month in my life. We closed on the new home that I talked about in, “How do we think through the home buying process?” packed and moved. There…
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Map Vs. Compass In Financial Planning
I recently found myself watching the movie Lincoln, which made me think about the map vs. compass debate. This Steven Spielberg epic, provides a fascinating study in leadership. The particular scene that brought me to write this blog is the one between Thaddeus Stevens, played…
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