The Law of Accumulation (First in a series)

The Law of Accumulation (First in a series)

Synopsis:  in this blog, we define what the Law of Accumulation is and why it can help you achieve financial success.  Future editions will focus on specific areas where you can take action and put the law into practical use. The Law of Accumulation states that...
Stop Settling

Stop Settling

I was recently working on a client case troubleshooting a particularly sticky investment/tax related issue we inherited from their former “advisor”.  As we delved deeper into the issue, it became apparent that this advisor did not provide them with the proper level of...
Don’t Look Back

Don’t Look Back

I have a sign prominently displayed on my office wall.  It consists entirely of three words  – “Don’t Look Back”.  (Yes, the picture above is the actual sign)  Now I don’t know if our clients truly grasp the gravity of these three simple words as they pertain to my...