Category Archives: Blog

How to Effectively Work with your Accountant

As a financial planner and business owner, I know firsthand how important it is to have strong financial professionals on your team. One of the most important relationships you need to cultivate, especially as a business owner, is your relationship with your accountant. For many business owners, dealing with taxes is a constant challenge. Having […]

LENT – Let’s Eliminate Negative Thinking

Lent is a time when I reflect upon my strict Catholic upbringing, having transcended it into a spiritual discipline and practice. For Christians, Orthodox or Anglican traditions, it’s a period of contemplation in preparation for Easter. For the non-religious, it can be a time of mindful meditation. Training the mind to be present and conscious […]

Creating a Financial Vision Board

This month Jackie is discussing strategies for creating a financial vision board in 2023. We hope you are keeping a positive mindset for a successful year ahead. It is time to start thinking about making this year your best financial year. Let’s talk about building the financial vision board. Start by sharing some of the […]

Everything is Fluid

Another holiday season and year have passed with no-go boots or bright pink hot pants beneath the tree. I suspect that’s a good thing. The psychological implications should I have been the recipient of those Christmas gifts would be cruel, scarring my family’s psyche. No fruit cake this year. Actually, there hasn’t been for the […]

Gifts to Remember

My mother did not have that je ne sais quoi regarding gift giving. She gifted things she denied herself, then was pissed they weren’t received with the same appreciation she would have for them. Ironically, that experience taught me the art of gift-giving. The golden rule being it must have the person’s tastes and likes all over […]

Retirement Planning For Business Owners

I had an informative session with Jeremy on retirement and exit strategies for business owners. If you are a business owner and you’re wondering what retirement would look like for your business, you have come to the right place. Jeremy Harvey’s goal is to support the next generation of leaders. He is currently the Peer […]