It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
August is usually a time when people enjoy well-deserved vacations and time away from school and work. Many look forward to this month as a time to relax and recharge before heading back to their usual schedules in September. Taking time off from one’s regular routine...
Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
Consistency is important in all aspects of life and even more so to help meet your personal financial goals. Many of us have big goals; but, often, we do not realize that we achieve those goals by small actions and good habits. Just as compounding can grow your money,...
Sorting, updating, and organizing your important documents and financial information is an important first step to building a strong financial foundation. But you may be like me and think organizing paperwork is the worst way to spend the day, akin to cleaning out the...
June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget items, seasonal...
