December 23, 2014

Year-end essentials. If you’re waiting for the last minute, it’s here!

If you’re like us, you’re caught up in the holiday whirlwind – decorating, visiting, celebrating, shopping, and hopefully reflecting on the past year. Have you met any […]
November 20, 2014

Making time (and money) for what matters most.

When it comes to what matters most, many people I speak to put their family and their health at the top of their list (or close […]
October 22, 2014

The Identity Theft Short List. Taking Steps to Avoid It

Over the past year, major companies like Home Depot and Target have been victimized by hackers who breached their customers’ personal and credit card information. When I […]
September 30, 2014

When You’re Finished Changing, You’re Finished.

Recently, I was reminded of these words spoken by one of our founding fathers, Benjamin Franklin. He was constantly improving upon himself, his knowledge base and […]
August 26, 2014

Prepare for Anything. Adapt to Everything Else

You’ll always hear me telling clients to prepare. Prepare for unexpected expenses, for systems failures, for security breaches, and for changes in personnel. But no matter how much […]