It’s The Home Stretch


The Home Stretch is formally defined in modern dictionaries as “The final portion of an activity, project, or competition” and is usually associated with the last part or the conclusion of the event.  Often, the homestretch is literally the last turning point and the most exciting part of a race because at the end, a … Continue reading It’s The Home Stretch

Making a List, Checking it Twice


Tis the season for settling in for the holidays as many begin looking forward to spending time with family and friends, kids coming home from college, travel planning, and festivities galore.  Many lists are getting made as gift giving, meal preparation, and holiday budgeting come to the forefront on priority lists.  The end of the … Continue reading Making a List, Checking it Twice

The Fourth Quarter


The Fourth Quarter? Of what? In a football game, there are four quarters each lasting 15 minutes and a break in the middle typically referred to as half-time. At the end of each quarter, football teams switch sides to ensure fairness and equal playing conditions. At the end of the second and fourth quarters, officials … Continue reading The Fourth Quarter

Disaster Relief and Your Tax Return


As a nation, hurricanes and their aftermath are making headlines right now.  First Hurricane Harvey affected 13 million people from Texas, Louisiana, Mississippi, Tennessee, and Kentucky.  Now Hurricane Irma’s career path brings another threat to people and property across Florida, Georgia, Alabama, and again, Tennessee.   As of September 9, 2017, Hurricane Harvey has damaged … Continue reading Disaster Relief and Your Tax Return

Why Do We Do What We Do?


Last month’s post explored common characteristics of entrepreneurial resilience, passion, and ideally, success.  Success being a person or thing that achieves desired outcomes or prosperity, resilience to stay the course even when adversity hits, and passion to produce the results that bring a positive impact to the lives of people.  But why?   When there is … Continue reading Why Do We Do What We Do?

Redefine, Reduce, and Retire?


That’s the plan! Fixed incomes, assets, inflation rates, portfolios, annuities, future earnings, retirement savings, and mortgage rates are all buzzwords often associated with financial planning. Add these to national debt, social security, or tax reform, the tug of war between retirement and reality can appear daunting.   While reducing debt and redefining financial expectations have immediate … Continue reading Redefine, Reduce, and Retire?

Final Countdown to Tax Day


Final Countdown to Tax Day – 7 days until April 18, 2017 at 11:59:59PM With a week to go until the tax deadline, nearly 1 in 4 taxpayers wait until the last week of “tax season” to file their taxes. Americans waiting longer to file their returns is a consistent trend with individual fillings running … Continue reading Final Countdown to Tax Day