I took a vacation !

I am back at my desk today after two week road trip with my family. Two weeks without email !  I feel grateful, rested and calm. My team did an amazing job of managing our client needs in my absence and YES, the business and the world continued without me responding...

Where does your money live ?

I know that opening new bank accounts is like finding a new dentist or doctor, it is never fun but please don’t let your money sit in a checking account earning nothing. Show your money some care and love. Opening online money market accounts with online banks...

An example of business re imagined

Have you ever applied for a mortgage or a home refinance ? What a frustrating experience. Today I was told the mortgage company I use is experiencing 4 to 5 week delays in approving refinances. Wow. I don’t think my business would survive if I told clients I...

Never Budget Again

I am thrilled to see my book go live on Amazon today. Never Budget Again. I tried budgeting for so many years. I tried all the systems I could find and I could never make it work. The more money I made, the more money I spent. I realized that I live in the mindset of...

2019 Personal tax returns due tomorrow !

Yes, there is one more extension available BUT you must file for that extension before July 15th. This is an extension to file and NOT an extension to pay. All 2019 personal income taxes are due in full TOMORROW. I know, it does not seem to make sense but it is tax...

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