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Charitable Contributions – Almost closed out!

Happy Holidays! Like a lot of companies, my team and I plan out our charitable giving annually.  We like to pick the organizations we’ll donate to and then, make those contributions throughout the year.  Think about things like Breast Cancer … Read More

Getting The Most From Your 401(k)

Happy Holidays, We’re getting dangerously close to the end of 2019, but there’s still time to add to your 401(k) if you haven’t maxed out your contributions this year.  Just to remind you, if you’re under 50, you can save … Read More

Are You Ready?

Good Morning! Like it or not, the end of 2019 is here. From a tax point of view, if you still haven’t got all your paperwork and “stuff” in order, you’re woefully behind. Now, it might be easy to hide … Read More


Happy Holidays! Every year, at this time, we get bombarded at the office by folks trying to sort out there healthcare options for the next year.  Let me be simple and blunt:  It’s going to take you some time to … Read More

Don’t Get Lost in the Season…

It’s the holiday season, … …And there’s no reason you need to let the stresses get to you.  Year after year, I have folks like you who let themselves get lost in buying and end up loaded up in debt … Read More

Build Your Dream Business by Systemizing

The truth is, examples like our barber above are exceedingly rare.  The “entrepreneur” is really just a Technician, as Michael E. Gerber pointed out in The E-Myth Revisited and the Technician only wants to do the work. Cutting hair. Fixing … Read More

Replace Yourself in Your Business

One of the challenges of replacing yourself in certain roles within your business is that you have to actually understand how to train that job, and that’s something that many people really can’t elucidate.  In fact, one of the key … Read More

Impression of Control in Your Business

Now that we’ve made it through tax season, I wanted to share some thoughts that have been bouncing around in my head as a direct result of working with so many small business owners this spring. It’s about control – … Read More

Individual Tax Planning and Vacations

Now that the family vacation is behind you and the financial costs are readily apparent, can we talk about how you can save money next year? I know that a lot of you are thinking, “It would have been nice … Read More

6 Steps For Your Business Planning

Now that we’re on the backside of 2018, we’re at a critical time to review and check in on strategies that you may or may not be deploying for your business and investments.  While my team and I are experts … Read More