Taking Some Personal Time Each Day Enables You to Focus on the “Tough Stuff”

Have you ever pondered over an issue and felt the stress building up only to find that the solution pops into your head while you are in the shower, on a long walk, or sitting in traffic? I was working with a couple on a retirement and relocation plan. During our discovery session, I could practically feel their stress over some very hard decisions they would need to make over…  Read more

Thinking About The Life Cycle of Your Business

Best practices dictate that you work with your business accountant/advisory accountant to create a plan, operate according to that plan, and make your business the best it can be.  Once you make the commitment, work with your advisor to follow through with key deliverables.  It is hard work, but that hard work is worth it.  When you get ready to sell or merge, you will have a history of a…  Read more

Hurricanes Harvey, Irma and Maria: 9 Financial Options

9 Financial Opportunities for Disaster Victims of Hurricane Harvey, Hurricane Irma & Hurricane Maria: Small Business Administration (SBA) loans, grant money, employer credits, charitable contributions and relaxed restrictions on accessing your retirement funds for assistance with building back your life. I am a Hurricane Sandy victim and survivor. My home and office are located on a beach block in Rockaway Queens, New York. Our street became a river and I…  Read more

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