If you don’t know where you’re going, it’s hard to know if you’re on track! Stephen Covey put it best in his book, The 7 Habits of Highly Effective People, when he said “begin with the end in mind.” Understandably, many business owners get caught up in the day to day operations of running their […]
Do You Know Your Number?
Understanding how much your future life is going to cost is the first step in developing a plan to pay for it. In a recent conversation with my aunt, it came up that one of her clients had told her “the” amount of money everyone needs to have saved for retirement. My aunt was very […]
Time to Review Your Situation?
The dog days of summer can be a great time to step back and consider the big picture. 2016 is half over and for many people, now would be a good time to step back and review your financial situation. Are there any opportunities you should be taking advantage of? Are there steps you should […]