A cheerful couple managing their finances at home, holding cash and a receipt.

Love and Money: A Perfect Pair or a Costly Mistake

Valentine’s Day is here, and while the focus is on love, let’s talk about something just as important—money. Because nothing says romance like an overdraft notice, right? The Cost of Love (or Lack of Planning) Flowers, chocolates, overpriced prix-fixe menus—February 14th is an economic powerhouse, and the stakes are high. Americans are expected to spend…

Top view of a stylish home office desk with a laptop, planner, and coffee cup, showing hands on a blueprint.
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3 Steps to Financial Security: Needs, Wants, and Wishes

Hey there, Michael here. Happy Friday to our community of savvy financial planners and business owners. Whether you’re just starting your financial journey, navigating the middle stages, or nearing the later years of your life, achieving financial security requires a clear and simple plan.  One of the most effective ways to approach this is by…

A close-up image of hands holding a one dollar bill, symbolizing finance and economy.

The Jetsons Revisited: The True Cost of Convenience in 2024

In 2016, I wrote about The Jetsons—a nostalgic dive into their colorful, futuristic world and what it says about our own. (You can revisit that post here.) Eight years later, we’re into the AI “Jetson Economy.” Flying cars may not line our streets (yet), but smart homes, wearable tech, and more screens than we can…

Close-up of hand placing rolled currency into a clear glass jar, symbolizing savings.

Year-End Tactics for High-Income Business Owners and Partners

It’s that time of year—everyone’s Googling ways to lower their 2024 taxes. But with only days left, is there anything you can do? Maybe. But probably not. You’re in good shape if you are working with Tannery Company as we continually work to ensure our clients have the best alternatives to minimize their income tax…

A sparkling green gift box placed on US dollar banknotes, signifying wealth and gifting.

Maximizing Your Holiday Budget: Spend Smarter, Not More

‘Twas The Night Before Christmas (2024 Version) ‘Twas 33 days till Christmas, and all through the house,Our wallets were shrinking, including my spouse’s.The gifts were picked on my phone with no care,But the credit card balance—yikes, beware! Hey 👋 – Michael, here. Happy Friday, November 22nd. The holidays have pulled up to the curb, and…