Archives: Newsletters

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.

March weather in Wisconsin is full of surprises. The calendar marks the first day of spring on the 20th, yet the reality is far less predictable. One day, we’re shivering in below-zero temperatures, navigating icy roads and a fresh layer of snow.

One of my values is “put your heart into it.” This time of year, my heart goes on a wild roller coaster ride. This is when a client must decide whether to sign an engagement letter.

Reflecting on 2024, the year brought several unexpected life events. There were more trips to Arizona than planned. The year began with my son John’s wedding to Alicia on December 31, 2023, in Peoria, Arizona—a beautiful evening of celebration.

Living in Green Bay, WI, we experience both the beauty and the stark reality of a winter wonderland each year. The sight of icicles hanging from trees is breathtaking.

Thanksgiving is a celebration of abundance, a time to focus on all there is to be thankful for. Yet, thoughts of scarcity can still creep in. A recent update to our personal financial statement stirred up mixed emotions. In the early days of starting a business, our financial outlook was bleak.