Business Finances

[Video] Why Your Business Number's Plan Matters

[Video] Why Your Business Number’s Plan Matters

December 5, 2018

MICHELLE SMALENBERGER, CFP ® In a previous video we’ve talked about keeping the books for your business up to date, including all your income and expenses. Today, we’ll talk about why that matters. Here’s a progression of your business from when you start to the growth mode that you find yourself in. In the beginning…

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This Year’s Charles Schwab Conference [Long Version]

November 29, 2018

I’m writing to you as I fly home fresh from Schwab’s annual conference held in our nation’s capital, Washington D.C.  There couldn’t have been a better place for this year’s conference as we anticipate next week’s mid-term elections and recent market volatility.  To summarize my experience at the conference it is this: my humbling respect…

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