7 do’s and don’ts of Home Buying
Veteran homeowners know all the intense feelings that come along with buying a house. When I was purchasing my first house with my husband, we were elated — we were also the “take my money now” kind of homebuyers who used our hearts instead of our heads. Because of...
Divorce’s Hidden Price Tag
Nobody enters into marriage with plans to divorce and get audited by the IRS, but it happens. Both as a divorcée and as a financial professional, I know that there are all kinds of things that can go wrong in a divorce, and they all have to do with money. People are...
Back to Basics: Needs v. Wants
The basics – need versus wants. Let’s talk. Do you remember learning about Need versus Want in second grade? Not only was that one of my favorite lessons (the one that really stuck with me), but I also took the opportunity to teach it to my children in...
Negotiate Your Way to a Higher Salary
Here are tips to negotiate salary. New job market – new job opportunities, time to talk salary negotiation….Let’s start with some stats…(based on reporting by Forbes): Forty-six percent of men negotiated their salaries compared to 34 percent of women. Workers...
5 Tips to Tame Your Time Management Expenditures
Time management plays a critical role in the success of a business. How focused are you on time management? 5 Essential Time Management Techniques Be intentional: Keep a to-do list. Write a weekly list and color code it based on clients and types of tasks. Literally...
Be A Networking ACE
Be a Networking ACE! Networking is often seen as a daunting task to people who are just starting. The key to success is easy to obtain. All you need is consistency, authenticity, and an ability to have fun. How to be a Networking ACE Authenticity You can’t put...
Bookkeeping Success for Your Business
Do you have bookkeeping success? You can – easily! We meet with a lot of small- and medium-size business owners. They are overwhelmed with their business books. We know that in an effort to save on overhead expenses, many companies take on all the back of...
Summertime Cybersecurity Check
Now is the time for a cybersecurity check. Do not wait! There’s a lot riding on your laptop. It’s probably the only hard drive you save things to, and it just accumulates information as you go about your life. It would be a very valuable asset for fraudsters and...
Buying the Perfect Gift
Is there such a thing as the Perfect Gift? Do you ever just find yourself sitting and staring at your to-do list, and dreading all the upcoming gifts you have to purchase? I do….gift giving is too fine an art to mess up — especially when you care enough to put real...
Celebrating 27 years in business helping people stay financially organized
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