It’s time for that 4th “C” of Credit. You know. The one that’s on everyone’s mind? CHARACTER. Yep, CREDIT SCORE. I know you thought we’d never get to it, but...as you can see, we got you covered in our latest podcast episode. As summer approaches and we close out the getting...

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This is a post I never thought I’d be writing because I truly believe in the power of the “extension” to save money by paying less tax. But this year, even I am being challenged with my own taxes to file on time (or close to it) and have been advising my business clients to do the same WHY...

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Over the last couple of weeks, I’ve been sharing some stories from my own journey to saving money and just overall financial health, including in the latest podcast episode where I discussed having bad credit for 7 years, and having to rely on only MY money to run and grow my business. So, you'll...

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Maybe you're like many small business owners who are once again feeling the anxiety and nerves associated with sitting before a banker and asking questions about your money. As one client described it while trying to get the last round of PPP: "I feel like I'm totally at their ‘mercy’ and...

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This week I talked to three potential clients with money issues and just confusion in general about their money: 1. One had really messed up taxes resulting in multiple years of large self-employment tax bills. 2. One really needed to get access to the current round of PPP, but had no tax...

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It’s hard to enough to save money, stay out of debt or pay it down, plus do the bigger things like investing when you simply don’t have enough money to go around. Statistics show that just a couple hundred extra dollars a month could save people from bad marks on their credit, losing cars, even...

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So why all the talk about mail and a course on paperwork? Because I've had more clients than a few, PAY me to help them with it, before we can even get to the money conversation. It's also derailed many a financial plan with missed FINAL NOTICES, bank overdrafts, late and delinquent fees. So...

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You'd expect a money advisor to tell you "not to spend" too much for the holidays, but would it matter much considering we're: a) creatures of habit, PLUS b) when it comes to plastic, it's EASY to get a bit carried away. So year after year, we repeat this cycle, but THIS year is going to be...

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