WE’RE ALL FEELING THE STING
Monday, July 11
We’re all feeling inflation’s effects. And I want to help you navigate through it as best I can. This week, I want to take some time to break down how it could be affecting your investment portfolio. (But Janet … I don’t HAVE an investing portfolio! Well, read on … this still affects you. And it’...
IT'S MUCH MORE THAN MONEY
Tuesday, July 05
Everywhere I turn there’s a business with a “Now Hiring” sign in the window. Are you seeing this too? Staffing is an issue in every industry across the country. Part of that? Making money isn’t the only reason people want a job. 2020 certainly shifted priorities. Even if you could throw more mon...
IT’S MY MONEY AND I WANT IT!
Tuesday, July 05
"...dollar. Hey, hey, hey, hey.” When you score a little extra cash suddenly, it’s hard not to do a little song and dance like the kids from Little Rascals. Even more when you discover some unclaimed property or asset you had long forgotten about. Or maybe that happy dance is being reserved for...
FIGHTING INFLATION: TAKING A BUSINESS LOAN
Monday, June 27
Today I want to start a series on how small businesses like yours can fight inflation. Because I know that’s one of the top concerns for businesses across the country right now. But I’d also like to know… How’s your business faring? I’m genuinely interested in how things are going and what conc...
FINANCIAL CUSHION FOR HARD TIMES
Monday, June 27
Raise your hand if you’re still waiting on a response from the IRS about your refund. With the now 21.3 million returns piled up in the IRS’s inbox, it’s no wonder. Just last week, the IRS got an earful from the Taxpayer Advocate for the growing backlog of unprocessed returns. So, there are also ...
THERE IS NEVER A CONVENIENT TIME
Monday, June 20
Yeah, we all know that old adage about death and taxes (one with which I’m intimately familiar in my line of work). Yet so few people think to plan for either inevitability. We seem to have an obsession with avoiding them – and believe me, I get it. And I’m obviously deeply engaged on the “tax p...