The Blog
Resources & Articles
March 23, 2026
The Freedom Framework
Read More →June 17, 2024
Summer Travel 2024
Summer Travel 2024: Where Your Dollar Stretches and Shrinks Summertime is here and it’s time to pack the bags for some much-needed travel! I recently spent three nights in…
Read More →February 29, 2024
Celebrating Women's History Month
"Who run the world? GIRLS " - Beyonce Honoring the Women Who Shape Our World In celebration of Women's History Month, I wanted to take a moment to acknowledge the incredible…
Read More →August 3, 2023
Creating a Fraud Prevention Game Plan
“An ounce of prevention is worth a pound of cure.” -Benjamin Franklin Introduction: As we enter the age of artificial intelligence, fraud prevention will play a more vital role…
Read More →October 23, 2022
An Undeniable Force of Nature
The 4 Disciplines of Execution: Achieving Your Wildly Important Goals “To achieve a goal you have never achieved before, you must start doing things you have never done…
Read More →October 3, 2022
Common Tax Errors to Avoid
Our extended tax season is coming to a close, bringing a time of paperwork and planning to millions of Americans. In 2017, the Tax Cuts and Job Act (TCJA) became law, vastly…
Read More →October 3, 2022
Points Wizard: How to get your credit cards working for you....
https://s3.amazonaws.com/static.contentres.com/media/documents/a27211d2-a6aa-4d91-b918-fcabd762b3d6.pdf
Read More →September 28, 2022
Cashflow Management
Revenue – Expenses = Margin Margin= where financial planning happens Financial Planning= Helping to make life’s dreams come true Cash flow management is the cornerstone of all…
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