Life Insurance for Families
Life insurance is one of many tools you can use to mitigate risk. We all have risk in our world, whether it's risk of falling while walking down the sidewalk or breaking a collarbone while downhill skiing. Risk can either be transferred, mitigated, retained or reduced.
Why I wrote a book
I’ll share with you a sneak peek behind my new book, “Profit, not loss: A Financial Guide for Women Entrepreneurs”…
Family Loan vs. Family Gift
When it comes to inheritance and tax planning, what’s the best way incorporate either a gift or a loan from your aging parents?
Ways to Improve Cash Flow (Part 2 of 2)
“Cash is king. Without it, you don’t pay bills. You don’t acquire new companies.” - Richard Loth
Ways to Improve Cash Flow (Part 1 of 2)
“Cash is king. Without it, you don’t pay bills. You don’t acquire new companies.” - Richard Loth
Start building profit today
Build a profitable business from day one in order to reap the benefits of a successful exit.
Ways to measure profit
Here’s a little secret; there is more than one way to measure profit, and not everyone measures the same.
Inflation Confidence
How to be confident with inflation all around us. Why inflation matters to you. What can you do about it? What not to do about it. Why you shouldn’t worry.
Instant Assessment for Small Business
An instant assessment for business owners to gauge the financial health of their company.
One year and counting!
Highs and lows learned from my first year in business. A big thank you to all my clients, partners, friends and family!
Financial Mistakes I've made in the past
I turn 40 today, which is making me a little nostalgic. I'm going to be honest with you, I've made a lot of financial mistakes with my own personal and family planning during my younger days.
#Self Care Tips
2021 is the year of #Self-care. Nurturing your body, mind and spirit is so important for the sustainment of your life. Read our top ten ideas for a year of health.
Investing in Yourself
What would it feel like to have all of your financial "ducks" in a row?
I saved the best for last (and the easiest). The last part of our S.M.A.R.T. InvestHER series is all about investing in yourself FIRST and foremost. Read on to grab some quick ideas on how to organize your financial life.
The Savings Avalanche
I get asked about how and where to "invest" more often than any other question. Let me be clear here, savings goes hand in hand with investing. Many people don't like talking about "savings", but they really enjoy talking about "investing". Having a well-established savings strategy is pivotal to any investor. A savings strategy will help an investor save on taxes and potentially increase her portfolio yield. Let's take a look at how this strategy works.
Three basic elements of an Investment Portfolio
So you want to invest, but you're not sure where to start or if you're already on the right path. Pay attention to these three concepts when building an investment portfolio.
How to avoid emotional investing decisions
Have you ever made an emotional investing decision? Do you have a personal Investment Policy Statement? Here are four ways you can craft your own IPS and avoid making emotional investing decisions.
Job Change? What to do financially
If you are one of these people who have changed jobs recently or are thinking about changing jobs, here are two points to consider to get your financial affairs in order.