Category Archives: Blog

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 […]

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 […]

Combating Quiet Spending

Tis the season. Jackie starts off this week’s solo live with bubbly Christmas music as she ushers in the holiday season. The topic is combating quiet spending, and she touches on how to close some of those loopholes that could be eating into our finances especially as we get excited about the holidays! Starting out […]

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 […]