Resources & Articles

March 23, 2026

The Freedom Framework

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…

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…

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…

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…

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…

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

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…