IRA Contributions

So instead of wasting your time trying to convince you how great they are, I would rather discuss the mechanics of how you take advantage of them. Devise a savings strategy and start the automatic saving. IRAs come in two flavors: Traditional and Roth.  Traditional IRAs are tax-deferred, i.e., money grows year-after-year without Uncle Sam… Read More


4 Simple Steps to Life Changing Affirmations

I was in the midst of changing my business model from a CPA firm to what we are today, The Prosperity People.  It was the right change for me and the right move for the business, yet leaving everything I knew and depended on to create something new was scary. No, more than scary, it… Read More

Love Living on a Budget

Passion and Work

“Why are you here?” I asked.  The Fortune 500 Executive responded, “Because I am burnt out and exhausted.”  “The company keeps reducing our department and adding more work load to those of us that aren’t cut.”  “I am working sixty to eighty hours a week.” “I want to find out how soon I can quit/retire.”… Read More


When & How to Ask for Financial Help

When is the best time to plant a tree?  Twenty years ago. When is the next best time?  Today. The same thinking applies to getting financial help. When is the best time to get financial advice?  Twenty years ago.  When is the next best time?  Today. Seriously, the answer is always earlier is better.  The… Read More

Paris - 112015

Will the Paris Attacks Effect My Economic Future?

Practical Prosperity

I have gotten a few questions over the last week or so about the impacts the events on November 13th in Paris might have on our investments. Hopefully this piece will help paint a clearer picture of things if you have had questions or concerns.   Most of us watched news coverage of the multiple… Read More


Beliefs & Persistence, How do They Dance Together?

In talking with a fellow CPA recently, he said, “I have known many CPA’s who have tried, usually unsuccessfully, to start wealth management firms. “But I know of no others who have done so as successfully as you.” WOW. This took my breathe away. I closed my eyes and asked myself, “is this what I… Read More

Focused action

Get Where You Wanna Go

Aligning Action & Intention

Action is the force that moves us from one place to another.  Action without intention will get you somewhere.  Action paired with intention will get you where you want to be.  Would you rather get somewhere or get where you want to be? Kind of a silly question when you put it that way isn’t… Read More

Self-awareness & prosperity

To Thine Own Self Be True

Self-awareness & the Path to Prosperity

Sally was in her late thirties when she came face-to-face with the realization that she was the obstacle in her quest for prosperity. As a business owner, Sally had worked diligently to grow the business she had started in her home in her late twenties. Ten years later as she looked squarely at her results,… Read More


Begin with the End in Mind

Intentional Goal Setting

Our culture supports the idea that life progresses by accomplishing goals. Accomplishing goals is satisfying and gives you a feeling of accomplishment. Small ones like checking off a to do list are fun. Big ones like achieving the annual company goals are even more exciting. The life you get is a result of the choices… Read More


Secret 2 to Making Effective New Years Resolutions

Part 2 of 3

How are you doing with starting small on your New Year’s resolutions? Have you adjusted your list yet? Recalibrated any of your goals to start small? I love my new start small goal. My meditation practice is up to 14 minutes and climbing. Remember, small changes are easy changes. Life is meant to be a… Read More