The secret to scaling from six to seven figures Building a six-figure business is a great accomplishment, but what if there was more in your future? Not necessarily more work, in fact, what if it was less work? At least, what if it was less about you doing all the...
Wealth Tomorrow = Doing This Today. Obviously you know that before you can invest, you have to save. However, knowing this is true doesn’t always make it easy to do. Like working out, or choosing not to reach for that third glass of wine. But you still go to the gym,...
College Action Plan - Part 3: Paying for life after high school Hi, it’s your Money Mavens, and we’re wrapping up our three-part College Action Plan series by talking about the big elephant in the room… Paying for life after high school. This is the...
College Action Plan - Part 2: Preparing for Life After High School Hi, it’s your Money Mavens, and last week we jumped into the bittersweet conversation about helping your child prepare for life after high school. It’s an amazing world of new possibilities teeming...
Part 1: College Action Plan - Thriving During High School Hi, it’s your Money Mavens, and if your schedule looks anything like ours, it’s a whirlwind settling after the back-to-school rush. School supplies, books, backpacks, practice schedules, and the planners -...
SOPs 101 (Standard Operating Procedures) Hi, it’s your Money Mavens, and we need to talk about the process of freedom in your business. What allows you to… Delegate tasks you no longer want to do? Delegate tasks you no longer have time to do? Train your new team...
Student Loan Forgiveness - Who, What, When? Hi, It’s been big news, so we’re pretty sure you already have an inkling that loan forgiveness is coming (for some). Here are the deets… The Biden-Harris administration has announced a one-time plan to: Forgive up to $20,000...
Best (and worst) financial strategies during market volatility Hi, it’s your Money Mavens, and yes, the stock market can feel like a rollercoaster at times. Between non-stop news, rising inflation, and whatever’s happening in Washington, it’s natural to wonder, “What...
What Is Fiduciary Advice (and Why Does It Matter)? Hi, it’s your Money Mavens and we’re on the lookout today. For P/E ratio. For lump-sum investing. For alpha and beta. For daily dividend factors. What do they all have in common? For our team, we’ll confess to...
IRA: In a Trust or Not? Hi, it’s your Money Mavens with a quick question… You’ve heard about creating a trust, right? You’re also familiar with retirement accounts like an IRA, Roth IRA, 401(k), 403(b). In fact, you likely have one or more of these accounts. (If not,...
