Accounting & Finance

October 22, 2019
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Is Your Business Prepared for a Recession?

Is Your Business Prepared for a Recession? According to the National Bureau of Economic Research, a recession is defined as the fall of GDP for two […]
February 25, 2019
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3 Ways a Trust Can Protect Your Family

I hope your year has gotten off to a great start.  My clients and I celebrated the end of 2018 and kicked off the new year […]
July 23, 2018
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Are You Ready?

Did you know that financial advisors recommend spending no more than 4% of your total retirement savings each year post retirement?  As an example, if you […]
June 13, 2018
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3 Things Business Owners Must Consider Before Retirement

3 Things Business Owners Must Consider Before Retirement As the average person nears retirement, mixed feelings of excitement, unknowingness and even fear are common. You may […]
January 10, 2018
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Business Planning: Key to Success & Motivation

Were you unhappy with your business results in 2017?  Maybe you didn’t grow as much as you hoped, or grew so much that it felt a […]
November 15, 2017
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Want to Successfully Sell Your Business? Do This Now!

Some things are OK to do last minute: planning a spontaneous vacation, buying that birthday gift for your mother-in-law or grabbing flowers on the way to […]