Newsletter

September 15, 2020

Let’s Talk Taxes: Are You Prepared?

I’m back from vacation! It was a wonderful trip to the Poconos with my family and even though I did some work while I was away, […]
July 22, 2020
stethoscope

The Fall, The Scare, The Hospital, The Support

You might have heard I suffered a fall a few weeks ago and had to be hospitalized. There I was, on a Zoom call with a […]
June 16, 2020

Updates to PPP/SBA Loans + June Finance Outlook

It’s been quite a busy couple of months for me and I’ve really enjoyed being able to help so many business owners through this unprecedented time. […]
July 26, 2019

This was NOT the plan, AND the trip was AWESOME!!!

I’ve talked about saying no before, but this month was all about saying, YES! My daughter and her wife were set to move into their new condo and I […]
June 18, 2019

Grab your peanuts – it’s a baseball/finance mashup

If you know me, you know I’m a big Philadelphia Phillies fan! In fact, I just recently had a chance to meet the Phillies Phanatic, Tom […]