The Give-Back Guide
Happy Holidays! You’ve still got plenty of time to make your list and check it twice — and I’ve gone ahead and made my own list to help you. Below you’ll find a directory of professionals who your fellow customers may be tipping for the holidays, as well as some...
Holiday Tipping Guide 2019
So my barista was telling me that there’s a competition to see who’s the biggest tipper. I appreciate that kind of wit in the person who controls my fate every morning. That’s why I’m going to make sure I remember her when I sit down to make my year-end holiday...
Thanksgiving Is About People
I love Thanksgiving — especially because, despite the bounty of tangible things to be grateful for, everyone seems to naturally turn their gratitude to the people in their lives. I am grateful to say that I have people in my life who make every day easier and more...
Seasons Change
Thanksgiving is right around the corner. Huge efforts will be taken to avoid politics at the table, no doubt. We’re also faced with the fact that time goes on without us, and our parents may have deteriorated since the last time we saw them. Vision problems and...
Sprint into 2019
It’s that time of year! It’s time to set your personal and business goals for the upcoming year! I’ve been blessed to have my BoldHeart tribe help me figure out how to accomplish mine, most recently at our quarterly meeting. Whenever we meet, we start by sharing...
Celebrating 27 years in business helping people stay financially organized
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