Blog

Business Planning

When Can I Retire?

“We gotta get out of this place, if it’s the last thing we ever do.” “When can I retire? Life is short and I don’t want to work until the day I die.” I’ve had conversations with several individuals the

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Business Planning

Takin’ Care of Business

“Takin’ care of business, it’s all mine. Takin’ care of business and working overtime.“ While preparing a presentation for a group of small business owners, I highlighted the challenge of managing your business while you’re also working at your business.

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Organization

Getting Ready for Year-End

It is time to get your financial stuff ready for year-end. I love thinking ahead and making a plan. I do not like procrastinating. (It is possible that most people don’t like procrastinating and, yet, I find that many folks wait until the last minute to do something, so I’ve decided they must actually LIKE procrastinating.)

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Organization

The Paper Chase

Piles of paper! They make me cringe. I like to have a place for everything and everything in its place. However, despite my need for organization, even I sometimes just put things aside to “deal with later.” I swear I’ll be better next time and not let it happen again, but then life takes over.

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Tax Planning

Easy-Peasy Tax Planning

For many people, the thought of dealing with their taxes and finances makes them want to crawl into bed and put the covers over their head. For most of us, we really just need to do a few simple things. In 15 minutes, here are 3 easy-peasy steps to do a little tax planning.

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