Category: Finance & Operations

Life Insurance As An Asset?

  Life Insurance. When you think of assets what comes to mind? When thinking about your future money the more diverse the assets the better. Most people like bonds,fixed or cash products because they are SAFE! What happens when “LIFE” throws...Read More

6 Things to Watch Out for Before Signing a Real Estate Contract in California

If you can’t afford an attorney to review the most important contract you will ever sign, pay serious attention to the following paragraphs: (more…)

Productivity Assassins

Hopefully most of you set the intention of what you’re going to get accomplished each day, either with a to-do list or a project manager. As you start your day, focus on each item and check things off, here it...Read More

Life Changing

By Lu Casillas This can be Life Changing.  Let’s talk about your children, grandchildren,nieces and nephews. How would you feel if you could create a "Life Changing" situation for them that is positive and protects them throughout their lifetime? Some verbs...Read More

Common Tax Mistakes Made by Start-Ups

Tax obligations are often a dreaded aspect of starting up a business, but sorting out your tax obligations doesn’t have to feel like pulling teeth! Here are a few tips to avoid common startup tax mistakes so you can make...Read More

Wealth or Finances?

I recently asked a woman about her wealth accumulation plans. She was completely unenrolled in the topic. When I asked her why she replied,” I am not wealthy nor will I ever be!”  I asked her “ How do you feel...Read More

Starting a Business? Helpful Tips for Things You’ll Need to Know.

Are you planning on starting a business?  Maybe you've recently retired from your career but don't want to hang up the towel yet.  Perhaps you are unhappy with your current job and want to work for yourself.  Or maybe you...Read More

Building Income

How do we create that perfect balance of Building Income and having Fun?  I'm a true believer that building income needs to be fun. Its just my personality type. However, too much fun can cause a strain on your financial house. ...Read More

Things To Consider When Hiring a Temporary Worker

Does your business get busier in the fall and are you considering hiring temporary staff to help with the workload?  If so, keep in mind there are some things to consider. The first is whether they can be a 1099 contractor...Read More

Tips to Show Your Bookkeeper You Love Them Part 3

In the last two posts, I shared tips from Melanie Powers on how to show your bookkeeper you love them. Those posts can be read here. Today I'll share her final two tips. (more…)