How much is enough?

Apr 28, 2021

Have you ever asked yourself how much money is enough? Yesterday I was working with a new client and we were discussing how much money the owners of the agency wanted to make. This turned out to be a very difficult discussion. The owners were not clear on how much money they each wanted to make. We joked about hundreds of thousands and millions but no clarity.

I am concerned. We need clarity for our financial goals. How much is enough? What does your current lifestyle cost you and how much more money would you need to make some changes, if you were interested in making changes. Maybe you are perfectly happy but would like to donate more to charity and help others.

I can only help you achieve your goals if you know what they are. So how much is enough for you? Do you have clear financial goals?

We are looking forward to the new exciting and "profitable" future for YOU, our clients with our new team!


We are pleased to announce our merger with John Tapinis and his team of tax experts!


Please note that our mailing address is: 

1000 South Avenue, Suite 104,
Staten Island, NY 10314 


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