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Quiet Markets Turn Scary…Create Opportunity

By | 2018-02-06T14:30:47+00:00 February 6th, 2018|Categories: Personal Planning|Tags: , , , , |

If you haven’t been paying close attention to investment markets, you might be now.  While the investment world spent the year 2017 plodding steadily upward with relatively low volatility, the New Year has brought with it over-exuberance in January followed by mild panic in February.  Needless to say, markets have definitely caught our attention over the [...]

Stop Making New Year’s Resolutions

By | 2017-12-28T16:02:09+00:00 December 7th, 2017|Categories: Business Wise|Tags: , , , , , |

Stop making new year’s resolutions.  Start expanding joy. One simple idea to make more of every year. New year’s resolutions are just a way to look back on your year and feel bad.  In our excitement you over-commit, and before long it is February and you feel terrible about all the things you did once, or [...]

Is Your Business Getting the Respect it Deserves?

By | 2017-11-02T18:20:48+00:00 November 2nd, 2017|Categories: Business Wise|Tags: , , , , , |

Your business is your largest asset. It has the single most impact on: How you live How you retire How much fun you can afford What kind of home you live in How you educate your children What kind of medical care you receive In other words, it is a pretty big deal. Are you treating [...]

Matt’s Monthly Money Must Do’s | September 2017

By | 2017-08-18T16:41:17+00:00 August 18th, 2017|Categories: Personal Planning|Tags: , , , , , , |

The Romans were lazy.  That’s right, I said it: “Lazy”.  The typical response would be that, along with building an empire, Romans built highways, aqueducts, coliseums, etc.  Many of those basic designs are used today, as is the Julian Calendar, another brilliant innovation under the Roman empire.  How could they have been lazy?  Well, the Julian [...]

8 Paths to Expanding Your Prosperity Mindset

By | 2017-08-17T20:32:40+00:00 August 3rd, 2017|Categories: Business Wise|Tags: , , , , , |

Accounting and finance is all about the numbers.  Or is it? Getting the right data to the right people at the right time is critical to making informed, impactful decisions in your company.  This is an unbendable truth. Yet we have all had experiences where we’ve done everything right and things did not turn out as [...]

Matt’s Monthly Money Must Do’s | August 2017

By | 2017-07-11T19:35:59+00:00 July 11th, 2017|Categories: Personal Planning|Tags: , , , , , |

I was born in August some years ago.  Rather than just celebrate a day or week, I celebrate my whole birth month.  Granted, the celebration has changed drastically from when I was knee high to a grasshopper.  I no longer go all out for a day, but rather celebrate on a lower scale for 30 days.  [...]

CEO’s Deserve Summer Fun Too!

By | 2017-07-12T17:34:07+00:00 July 6th, 2017|Categories: Business Wise|Tags: , , , , , |

As a young business owner with a family, oh how I wanted summer freedom!  Even just a little bit!  My desire to go have fun with my daughter was one more thing to fit into my already crazy days. As the household breadwinner and entrepreneur, I had so many responsibilities.  I was busy working in, not on, my [...]

Ready, Set, GROW!

By | 2017-06-28T15:13:28+00:00 June 28th, 2017|Categories: Business Wise|Tags: , , , , , |

Everyone wants to grow their business to its highest potential, but the thought of putting more energy into it might appear to be exhausting.  What if I told you that there are ways to grow while using less energy?  Sounds appealing, right?  Below are three strategies to leverage your business and to grow your top line: [...]

Your Ever Changing Future Is No Place For A “Rule Of Thumb”

By | 2017-06-23T16:03:12+00:00 June 23rd, 2017|Categories: Personal Planning|Tags: , , , , , , |

Do you go to a doctor when you get sick?  Of course!  Do you take your car to the mechanic?  You bet!  This makes it interesting why so many people choose to act as their own financial advisor.  Having 6 different mutual funds might cause someone to brag about how they are diversifying, or perhaps a [...]

Matt’s Monthly Money Must Do’s | July 2017

By | 2017-07-11T19:21:59+00:00 June 13th, 2017|Categories: Personal Planning|Tags: , , , , , |

July is usually hot, stormy, and always unbelievably busy, so I can understand your financial to-do list usually takes a back seat.  I, however, think you can easily accomplish one of these tasks in less than 45 minutes out of the 44,640 minutes available in July. Re-evaluate your homeowner's/renter’s insurance Summer is usually a good time [...]