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The Perfect Gift

It’s late at night I am staring at the Christmas tree thinking of that perfect gift to give. The one that will bring joy to the person I am giving it to. Is there such a thing as the perfect gift?

2022 Tax Planning Ideas to Reduce Your Tax Bill

Tax time is just around the corner. Here are some steps you can take to minimize your personal income tax bill.

Many Things I Take for Granted

Every morning I write down 3 things I am grateful for. I recently noticed that what I take for granted does not hit that list. Once I thought about it, I was surprised by how many things I take for granted.

Tax Planning for Your Business

“Those who fail to plan, plan to fail.” For real estate investors and small business owners, this expression holds true.

What Scares Me?

I don’t watch horror movies. To begin with no one likes to sit next to me, when we are watching a movie.

Go All Out?

As another birthday has come and gone, I am struggling with writing the next chapter of my life. I feel as if my life is recalculating and I can’t get the swirling circle to stop.

Simplify Your Profit & Loss Statement

he Profit & Loss Statement is a very critical tool to assess the financial success of a business. However, for small businesses the statements are usually set up to prepare a tax return. In many cases the expenses are in alphabetical order.

Reading the Pulse of Your Business

Just like a person, a business has a pulse. It needs a pulse to stay alive. It may not need blood, but it does need cash and energy.

It’s Packer Season

GOOOOO Packers! Having been born and raised in Green Bay, football is a key part of life here. Where else in the world does a football team sell out practice games?

What are You Worth? Financially Speaking.

If you have a business loan with the bank, chances are you have been asked to update your personal financial statement.

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