Change is in the air—and it’s not the enemy. Fall is near. The days are getting shorter, temperatures are dropping, the robins have flown south, and the hummingbirds are on their way.
It's lonely at the top
Take a look at our free monthly newsletter, The Financial Edge. Get an idea, process or tool to bring back the spark. We always include an informational article (written in layman’s terms), along with a book review and a little humor.
RECENT NEWSLETTER
Yes, we’re moving—just across street. Not far at all, but it will still create a bit of chaos for a while. Like many others, I tend to avoid change.
In today’s world, keeping an open mind seems to be out of fashion. We talk, but we don’t always listen. Social media has become a popular platform for expressing opinions — often anonymously...
Recently, I had two AHA moments—those small but powerful realizations that shift your perspective. The first came while I was searching for the perfect vacation to relax and recharge.
May is the month for me to reset my life. The rush and demands of tax season are over. I’ve had a chance to take a deep breath and recharge for the next quarter. Now, I look to the future and think about how we can best support our clients.
Sorry for the late publication—tax season took over my life. It seems like every year, I spend November and December preparing for it.
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