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Avoiding “RBMs” – 4 Simple Rules

The Fast Food Financial Advice Epidemic Tell me if you have heard this story: Business owner has 4 good months where cash flow is good, bills are getting paid, creditors are at not calling, a little [...]

The Fast Food Financial Advice Epidemic

The Fast Food Financial Advice Epidemic We have all had this experience. We are busy working. We get hungry. We know we shouldn’t, but we just can’t help ourselves. We drive to the nearest fast food [...]

I Have a Secret to Tell You

I Have a Secret to Tell You I have a secret to tell you about making more money. First, I want to tell you why we are having this discussion. I did a Google search on [...]

A Controversial Advanced Tax Strategy

I have some bad news for you. If you own a qualified plan (IRA or 401(k)) then you may be in a possession of a bomb—a tax bomb to be more exact. For years the “High Priests of Finance” have [...]

Changing Your Financial Pace

Changing Your Financial Pace The long-term survival of a human being, a family, a company, a nation, or a tomato plant for that matter, depends upon its ability to be more right than wrong in the [...]

A Story About Gravity

A Story About Gravity If you live on planet earth you know about the natural law of gravity. You understand the necessity of it. If you’re like me you’ve probably tested it. I remember the day [...]

The MATRIX: Navigating the Labyrinth of Financial Information

The MATRIX: Navigating the Labyrinth of Financial Information The Matrix was one of my favorite movies. Our hero, Neo, fights the establishment and learns the truth about the illusion of his world, ultimately transcending and operating [...]

How to Thrive, Expand & Pay Taxes

How to Thrive, Expand & Pay Taxes As a private practice owner, I have a natural disdain for paying taxes. I see how much my partners and I, and all of our clients pay every year [...]

The #1 Way to Get Ahead

The #1 Way to Get Ahead Throughout your lifetime, you will produce a certain amount of income and you will adopt a lifestyle that can be supported by that level of income. Whatever that is, the [...]

Lessons from the Grocery Store

Lessons from the Grocery Store A  while back, I was at the grocery store doing my weekly shopping and got behind a young mother with two kids in the checkout line. As I patiently waited for [...]

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