Taking Stock of 2021
My year-end was a rush to complete tasks before the calendar year-end. Some years are like that. Now, I need to take some time to...
What Intelligent Small Business Owners Can Do Now for a Successful 2022: Part 3
Financial Planning: What are your personal and business financial needs this year? Does it make sense to borrow money? OR should you use...
Build A Circle of Trusted Advisors
A client recently had a tax issue and wanted me to help them find a CPA to advise them. One of the benefits of having a personal lawyer...
