Is your business like Neiman Marcus?
Like athletes, the most successful business thrive under competitive pressure. Yet, as Warren Buffett says, “it is only when the tide goes out do you discover who’s been swimming naked.”
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Do you have a guy?
Picking up my phone I see It is not the kind of text you want to get when you are hot and sweaty from a run or when it is coming to you from your significant other.
The text says “Be prepared for a cold shower. No hot water”.
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Can you get it ALL in one place?
Trying to remember 14 different passwords is a bear. On top of that, it’s frustrating when you can’t see all your checking, savings, investments and liabilities in one place.
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Can you spare some change?
Our Team has the tools and abilities to work with you to answer those questions and prepare you for a new direction. What you need to do is email us and we can get the transformation moving along the right track.
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Is Anything Greater than XERO?
For nearly three decades I was an avid supporter and user of Quicken and Quickbooks. In the summer of 2016 that came to an abrupt halt. The obvious question should be WHY Change?
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The DOL Fiduciary Rule and You
You may soon hear or have heard about a new DOL’s fiduciary rule and wonder what it means for your IRAs and 401(k) accounts. It’s in the news today with A Wall Street Journal report published overnight says that President Donald Trump will to sign a memorandum to repeal the fiduciary rule.
