Seeing the Forest Through the Sales
Forest-through-the-trees syndrome is a condition that afflicts us all at some point in our lives: We get so entrenched in what we are doing (the trees) that we cannot see the big picture (the forest). And while this is true in all aspects of life, personal finance is...
Before the Forensic Accountant, Hire a Bookkeeper
If you’re like me, your ears perk up when you hear the word “forensic” because of all the great crime dramas on TV. Like law enforcement, forensic accountants dig into the past to discover the truth…about money. What a lot of people don’t realize is that a...
Cutting the Cord
In this post, we’re going to do something scary — but by doing it together, we’ll get through it. I’m talking about cutting the cord on cable television. From my point of view, there are two types of cord cutters: Those who want live television with local...What’s my secret? Good employees!
Fresh from a vacation in the deep South, I’m feeling grateful for my ability to travel — which is made possible by my all-star team. As I was taking a horse-and-buggy ride around Charleston, South Carolina, Sharon Wilson took the driver’s seat at Judith Heft &...
Celebrating 27 years in business helping people stay financially organized
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