5 Expert Tips to Help You Retire

Last week, I called a long-time client to ask how he was feeling considering it was the first day of his retirement after working 42 years. He was obviously overwhelmed with excitement! I’ve made this call dozens of times over my career and it’s always exhilarating to share in the joy that comes when my clients enter the retirement phase of life. It’s no wonder the number one question I’m

How to Use Your Business to Reduce Your Tax Pain

Have you ever wondered what other creative business owners are doing differently to defer taxes and save for retirement? No, I’m not talking about a 401(k), SIMPLE IRA, or a SEP. I’m talking about a plan that affords you the opportunity to take advantage of large tax and retirement limits that aren’t typically available in traditional retirement plans.

Four Ways to Get Ahead in the New Year

Let's look at how you can get ahead in 2017 by focusing on short, bite-sized goals that are easy to meet. Here are four things you can knock out today to set yourself up for financial success this year:

Hire Millennial Superstars - 10 Interview Questions

When I work with business owners regardless of their industry, one of the issues that seems to cause deep frustration is hiring good employees. With the face of the workforce changing so drastically, hiring and retaining quality people is not simple.   You have to take into account the background of this newer generation and really explore what kind of person is sitting in front of you with

CPA Tidbits – “I’m more than a bean counter!”

Sure, you have your trusty calculator by your side most all of the time, but this derogatory phrase - “bean counter” – doesn’t mean you slave over spreadsheets every waking second. You are much more than that – and your clients NEED to know that!

Women CPAs Work Their Assets Off

[youtube https://www.youtube.com/watch?v=7EflpqpJY-Q&w=560&h=315]

Time and Living Life to the Fullest

[youtube https://www.youtube.com/watch?v=boLTKvRiZIE&w=560&h=315]

Adventure is calling

We have an extra hour of daylight these days.   Flowers are starting to bloom on the trees and shrubs.  Spring officially begins in a few days.  Easter Sunday almost here.   There are so many reasons to feel energized and excited.   What are you ready to do with this time?  What new adventure is calling you?

Where does your staircase lead?

Where does your staircase lead?  What do you want next in your life?  What goals are you setting physically, professionally, personally?

The dream is free

No one ever has said success at anything is easy; it requires long-term hard work.  But imagine making whatever you dream come true.   It will be completely worth it.

Follow Blog via Email

Enter your email address to follow this blog and receive notifications of new posts by email.

Wisdom & Cents for website (1)

Categories