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In this video, I'll answer the 3 questions new clients always want to know: 1. “Why is personal bookkeeping so important?” 2. “What information can we learn from bookkeeping?” and 3. “Why do you use Quicken?!” I'll also explain how I use Quicken to keep track of my clients' and my own finances.
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Does owning an airy, tasteful beachfront condo with a stunning view of the ocean for less than $500,000 sound like a retirement dream? And yet, it’s what dozens of retirees are discovering is within their reach, in Panama City Beach, FL. It’s no coincidence that the city is the target of over 4,600 Google searches […]
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In this video, I'll answer one of the most frequent questions I get from new clients: How do you do your personal bookkeeping?” (Hint: It involves Quicken!) Throughout my years as a business owner and CFO of multiple companies, I've used Quicken to glean critical information that helped me make smart money decisions and achieve […]
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In this video, I'll answer another of the top questions new clients always want to know: What crucial information do we get from bookkeeping?” Throughout my years as a business owner and CFO of multiple companies, I've used Quicken to glean critical information that helped me make smart money decisions and achieve financial freedom.
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In this video, I'll answer 1 of the top questions new clients always want to know: Why is personal bookkeeping so important?” During my 25 years as a business owner and CFO of multiple companies, I've always managed my personal finances as if I am the business of “me.” I'll explain why this mindset is […]
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In this video, I'll compare the top 5 personal bookkeeping software options, including Quicken (Quicken Classic and Quicken Simplifi), Mint, RoundAbout, YNAB, and Empower (formerly Personal Capital). Then I'll reveal exactly why Quicken is my preferred pick.
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Over the last three years, multiple business surveys have ranked Greenville, South Carolina as one of the fastest growing cities and hubs of economic development in the USA. Little wonder that Americans across the country looking for an ideal retirement destination target Greenville, SC in nearly 2,250 retirement-related searches each year. Recent IRS data show […]
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Curaçao, in the Dutch Caribbean, is known for beautiful, white sandy beaches, colorful colonial-style houses, and year-round good weather.
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Whether you just bought a house or opted to rent, you need to start planning the financials of your move. Deciding between doing it yourself or hiring professional movers can affect your wallet AND your stress level during a move. Many people quickly opt for a DIY move, assuming it will be less expensive without fully […]
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Having year-round access to the world’s best freshwater fishing or learning yoga on the tranquil waters of a lake may sound like the stuff of retirement fantasies. But scores of Americans retiring in their mid-40’s and 50’s to Winter Haven, Florida have turned this fantasy into reality. Perhaps unsurprisingly, Spyfu SEO data reveal that each […]
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After the hustle and grind of work life, the greatest attractions of retired living include enjoying endless rounds of golf, lazy days by the poolside and a year-round active lifestyle. Since 2020, hundreds of Americans have been discovering that retiring in mid-life to Scottsdale, Arizona is the ticket to this long-dreamed-of lifestyle. Watching the breathtaking […]
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First it was cryptocurrencies, then meme stocks, then NFTs. Back in 2021 it felt like everyone was taking enormous risks in the hopes of striking it rich. But even though the market is filled with high-risk opportunities, millions of investors still favor long-term, risk averse strategies. Just look at the over $8.1 trillion parked in […]
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Since the pandemic and the subsequent rise of remote work, it has become more critical than ever to have reliable and easy ways to transfer money internationally. According to the World Bank, the sum of money sent home by economic migrants was close to $800 billion in 2022. This money was disproportionately sent to low- […]
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The 10 Best Golf Shoes of 2024 was written by Jeff Fang and originally appeared on Wealth of Geeks. It has been republished with permission. Every golfer knows that equipment makes a big deal in your performance on the golf course. For example, somebody playing with a brand new set of Callaway Edge irons will […]
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In this video, I discuss what exactly CDs are and why you would consider having one?
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In this video, I talk about business finance basics and the critical importance of starting bookkeeping early.
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In this video I talk about basic steps you can take to better manage your finances and help you save money.
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Moving to a new city is both thrilling and challenging. I remember moving with my husband and son from Los Angeles to Florida and feeling completely overwhelmed. While we had done everything we could to prepare financially, we hadn't taken into account what it would feel like not to know a single person in our […]
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In this video, I talk about why you would have multiple retirement accounts and how you can use them strategically to your benefit.
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In a recent study, the American Institute of CPAs (AICPA) discovered that nearly 60% of Americans feel overwhelmed at the thought of managing their finances. Deciding whom to turn to for financial advice is not the least of the challenges faced by the average working individual. Here’s the good news: This article will give you […]
