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5 Things To Know About Your Money BEFORE You Apply For The Next PPP (Or Any Other Loan)

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...


3 Steps to Handling Money Matters In Just Minutes

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...


1 Sure "Cure" For Holiday Overspending

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...