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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

Wednesday, August 26, 2020

An Undeniable Force of Nature “To achieve a goal, you have never achieved before, you must start doing things you have never done before.” ― Chris McChesney The 4 Disciplines of Execution: Achieving Your Wildly Important...

Thursday, July 9, 2020

Our extended tax season is coming to a close, bringing a time of paperwork and planning to millions of Americans. In 2017, the Tax Cuts and Job Act (TCJA) became law, vastly changing the U.S. tax system.1 In addition to navigating how...

Tuesday, June 2, 2020

Revenue – Expenses = Margin Margin= where financial planning happens. Financial Planning= Helping to make life’s dreams come true Cash flow management is the cornerstone of all financial planning. It is omnipresent in all...