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Read MorePlease Vote
Question of the Week Please Vote Happy Friday All! How are you feeling? I had a client tell me this week that he feels like the world around him is… -
Read MoreA 5-step Process For Nearly Anything
Question of the Week A 5-Step Process For Nearly Anything Happy Friday All! I’m a huge fan of James Clear and his habit forming techniques. In fact, at the beginning… -
Read MoreFive Things To Do Right After You File Your Tax Return
Questions of the Week Five Things To Do Right After You File Your Tax Return Just like that, the 2020 tax season has ended. It’s definitely been one for the… -
Read MoreA New PPP Forgiveness Application is Out: What You Need to Know
Question of the Week? A New PPP Forgiveness Application is Out: What You Need to Know Right from the start, the Paycheck Protection Program has been full of surprises. Yesterday… -
Read MoreCan I deduct that as a business expense?
Question of the Week Can I deduct that as a business expense? Happy Friday all! It’s been a big week for politics in the news, including the bombshell NY Times… -
Read MorePPP Forgiveness Applications Are Opening Up. Should you apply?
Question of the Week PPP Forgiveness Applications Are Opening Up. Should you apply? It’s been a while since we’ve talked about the Paycheck Protection Program (PPP). But more and more… -
Read More3 Tips for the Tax Deadline
Question of the Week Happy Five-Minute Friday everyone! I hope you had a good week. This past Tuesday, we had the third quarter estimated tax deadline. Having just paid… -
Read MoreAligning 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… -
Read MoreA 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… -
Read MoreA 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… -
Read MoreKnow 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… -
Read MoreA 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… -
Read MoreHow 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…