Category Archives: Blog

Spilling the Kool-Aid

Now that we’re post-mayoral election, many people have asked me why I haven’t pursued a political office given my 40 years of active municipal service as a volunteer in different community organization levels. The answer is easy. While others embrace the status quo, I choose to challenge it. I seek transparency and truth, unclouded by […]

Estate Planning for Business Owners

Jackie and Jin are back discussing the theme of the “last dance,” reflecting on the passing of Donna Summer, a talented singer. The song acknowledges that confronting our mortality is a universal experience, regardless of fame, and emphasizes the importance of cherishing every moment. Nobody talks about dying, but if it is not prepared well, […]

Toddler Inspired Style

I’m a soon-to-be senior who now dresses like a toddler with a collection of rockin’ rompers and overalls. I gave up seamlessly blending into societal norms and staying on-trend with tailored suits and timeless accessories. My industry changed dramatically, and my attire reflected that shift. I no longer navigate the world of high heels, shapewear, […]

Cultivating A Growth Mindset When It Comes To Money

Let’s get into the conversation today about cultivating wealth and the power of mindset. How do you feel when you reach a goal you have set for yourself? Are you elated or deflated? Sometimes when you reach a goal you never thought you would, it may not make you as happy as you thought it […]

Agent!

As we age, we value the importance of time. In the back nine of my life, I spend more time in queues with customer service reps than at any other time. The wait is never five minutes. Sometimes it’s five hours with cringingly disharmonious music blasting while one phone representative passes you to a series […]

Business Owners, It’s Time to Start Spring Cleaning

I’m back with  Melissa Houston this week to discuss spring cleaning finances for business owners. Melissa is a speaker, Author and Forbes writer. She will let us know what it means to organize your finances this tax season. Are you one of those business owners who pile up receipts in a shoebox and get overwhelmed […]

Celibacy, A Temporary Prescription

Pope Francis recently stated, “there is no contradiction for priests to marry. Celibacy in the western church is a temporary prescription,”  to which my reply is, “Shut the front door!”  How can they suggest that celibacy, which has existed for a millennium or lasted over 11 centuries, is temporary? A word defined as “lasting for only a […]

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 […]