Helping You Understand and Improve Your Finances

• Eradicating Entrepreneurial Poverty

  Business Planning | 04.30

  Question of the Week Eradicating Entrepreneurial Poverty This week on the Mission Driven Business podcast, I chat with Ron Saharyan, co-founder and managing partner of Profit First Professionals, an exclusive…

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• Travel is Back!

  Fundamentals | 04.23

  Question of the Week Travel is Back! Happy Friday all! It my conversations with clients this week, it seems that a lot of you are feeling some hope around getting…

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• Why Running A Business Mostly Sucks

  Business Planning | 04.16

  Question of the Week Why Running A Business Mostly Sucks Happy Friday Everyone! This week we dropped another great episode of the Mission Driven Business podcast. I talk with Pamela…

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• Incorporating Sustainable Investing Into Your Portfolio

  Investing | 04.09

  Question of the Week Incorporating Sustainable Investing Into Your Portfolio Happy Friday Everyone! I’m finding now more than ever that clients want to incorporate their values into their investing portfolio.…

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• More Tax News

  Business Planning | 04.02

  Question of the Week More Tax News Happy Friday all! As if there weren’t already enough tax news these past couple of weeks, here is a couple of more things…

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• Taking The Entrepreneurship Leap

  Business Planning | 03.26

  Question of the Week Taking The Entrepreneurship Leap Happy Friday all! I dropped another podcast episode this week and want to share it with you. I talked with friend and…

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• Some Important Tax News

  Tax | 03.19

  Question of the Week Some Important Tax News Happy Friday all! Lots and lots of tax news lately and I want to keep you up to date. The new tax…

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• Should I make an S-Corp Election?

  Business Planning | 03.12

  Question of the Week Should I make an S-Corp Election? Happy Friday all! The first tax deadline for S-Corporations and Partnerships is next week, and I’m fielding a lot of…

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• I started a podcast!

  Business Planning | 03.05

  Question of the Week I started a podcast! Happy Friday all! I have some exciting news to share on my end. I’ve started a podcast! It’s been in the works…

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• PPP Revamped to Benefit Smallest Businesses

  Business Planning | 02.26

  Question of the Week PPP Revamped to Benefit Smallest Businesses Happy Friday everyone! If you own one of the nation’s smallest businesses—say a sole proprietorship or a firm with only…

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• Fighting Pandemic Fatigue

  Fundamentals | 02.19

  Question of the Week Fighting Pandemic Fatigue Happy Friday everyone! Recently, I’ve been talking with a lot of clients who have hit the pandemic wall. They’re irritable, frustrated, and exhausted…

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• 8 Tips for the Start of Tax Season

  Tax | 02.12

  Question of the Week   8 Tips for the Start of Tax Season Happy Friday everyone! Tax Season 2021 officially opens today. It’s a couple of weeks later than normal,…

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• Impact Investing With Community Development Financial Institutions (CDFIs)

  Investing | 02.05

  Question of the Week Impact Investing With Community Development Financial Institutions (CDFIs) Happy Friday everyone! The current political and economic climate has focused attention on values, leading more organization, advisors…

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