Aligning values and investing
The current political and economic climate has focused attention on values, and, as a result, I’m seeing more advisors and clients discussing social impact investing. In its broadest sense, this…
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Helping You Understand and Improve Your Business
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A Reference Guide for Car Buyers
Question of the Week A Reference Guide for Car Buyers Happy Friday, all! Last week, we talked about the opportunities this market environment offers to home buyers. But what… -
A Reference Guide for Homebuyers
Question of the Week A Reference Guide for Homebuyers 2020 has been wild to say the least. In the midst of all of the chaos, people are finding a lot… -
Know Yourself Better By Taking the Enneagram Test
Question of the Week Know Yourself Better By Taking the Enneagram Test Happy Friday, all! At BTF, we believe that getting in tune with your own needs, wants and… -
A Simple Way To Resolve Obstacles
Question of the Week A Simple Way To Resolve Obstacles Happy Friday all! This week, I’ve had some really inspiring conversations with clients about their dreams—the big difficult objectives that… -
How is the Stock Market Different From the Economy?
Question of the Week How is the Stock Market Different From the Economy? Happy Five-Minute Friday, all! I’ve talked with some of you this week about settling into the… -
What’s next for government stimulus?
Question of the Week What’s next for government stimulus? Happy Friday, all! And happy end of July! With as much as 2020 has thrown at us, it’s a bit surreal… -
Improve your marketing with a client avatar
Question of the week? Improve your marketing with a client avatar Happy Friday all! I’ve had conversations with a few clients this week who are thinking about starting a business.… -
What To Do If You Owe The IRS And Can’t Pay
Question of the Week What To Do If You Owe The IRS And Can’t Pay Tax day has come and gone. The rush and stress of having to get everything… -
3 Tips for The Tax Deadline
Question of the Week Happy Five-Minute Friday everyone! I hope you had a good week. We’re less than a week away from this year’s first tax deadline. With a lot… -
Happy 4th!
Question of the Week Happy 4th everyone! By now you’re likely already relaxing into your holiday weekend or on your way. So I won’t interrupt your flow, not even for… -
Full PPP Loan Forgiveness for the Self-Employed!
Question of the Week If you’re a freelancer or other self-employed person wondering if you’ll get forgiveness for loans taken out under the Paycheck Protection Program (PPP), the SBA has… -
12 Black, Queer Entrepreneurs Share The Secrets You Need To Succeed
Question of the Week Our national conversation about race has reached an inflection point, as peaceful protests continue in all 50 states and cities large and small. People who may…