If your accountant is retiring, you might be wondering what to do next.

In today’s digital age, safeguarding your business finances from cyber threats is crucial. Cyberattacks can compromise your financial data,

Falling behind on your bookkeeping can feel overwhelming, but catching up doesn’t have to be stressful. Here are some quick tips to help...

A tidy set of books isn’t just about being organized—it’s about creating a strong foundation for business success.

After the tax season wraps up, business owners should take several essential actions to ensure their financial health and plan for the...

For business owners, setting financial goals is crucial for guiding the growth and sustainability of their ventures. Here are common...

Deciding when you are ready to implement accounting software for your business involves considering several factors. Here are key...

As interest rates have gone up in the past year, many are worried about how this may impact them negatively…but most are not aware of how...

My final thoughts are about Kids, Savings and Financial Goals… #16: Overcome emotional spending. This is especially hard when it comes...

Today’s financial thoughts are about Debt, Retirement and Student Loans… #8: Talk to your creditors. Work out a realistic plan and...

As a Financial Coach I am often asked my thoughts on people’s personal finances. People are often looking for the fastest and easiest...

Finishing up my list of tips… #13: Save at least 15% for retirement. Once you’re debt-free and have your emergency fund, start saving...

Continuing on my favorite tips for changing your financial future… #6: Save $1000 before paying off debt. This will help keep you out...

As a Financial Coach I spend a lot of time working with clients to change their spending habits so that they reach their financial goals....

In the last few weeks I have had many people ask me about reverse mortgages and if they are a good idea. My immediate response is...

I’ve noticed lately whenever the topic of investing comes up, people are weary to invest right now because they are waiting for “another...

Wrapping up my 22 Tips to Save Money today...here are the last five! #17: Skip the coffee shop. I know how hard this can be, heck I...

You will find saving money easier when you have financial goals that you are working towards with the money you save. Whether it is a...

Continuing on our tips for saving money… #7: Spend extra or unexpected income wisely. Many Americans received the stimulus money during...

In 2019 the IRS reported paying over $305 billion in tax refunds, with the average being $2500! So today we are going to look at some...