Category Archives: Financial Planning
ABCs: Three People It Pays to Know
My father reiterated many times the importance of knowing an attorney, a banker, and a Certified Public Accountant. Let's look at the reasons these ABCs are so critical.
American Rescue Plan
The American Rescue Plan was passed this month and we explore how this might impact you.
GivingTuesday
After you complete your holiday shopping on Black Friday, I invite you to shift gears and prepare for a lesser-known day next week – GivingTuesday. GivingTuesday was created in 2012 as a way to focus on being generous and helping…
Black Friday
Black Friday is a national shopping day but this year we suggest you shop early and buy locally.
Profound Concepts
On my birthday I reflect on the five profound concepts that have affected my life.
Project Planning During COVID-19
Project planning requires a number of considerations. Let's review a few things to strengthen your process.
Update: Unemployment Insurance Fraud & Identity Theft
In May, the U.S. Secret Service reported a massive fraud against state unemployment insurance programs with estimated losses in the hundreds of millions of dollars. This is thought to be a well-organized Nigerian crime ring exploiting the COVID-19 crisis. They…
Planning Your Post-COVID-19 Life
Navigating through this crisis has been a “hard climb” for all of us. We have a short list of some things to consider in a Post-COVID-19 world.