Insights

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Mid-Year Tax Strategy for Business Owners (Part 1 of 2)

06.09.25 -- With the June 16 estimated tax deadline approaching, this is your window to pause and plan. Mid-year is when you still have time to shape the outcome—not just react to it. These five...

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You're Already Building Wealth. Just Not for Yourself.

06.05.25 -- I recently read another article about women and financial literacy. After 20 years in finance, I've heard this story too many times. But we're solving the wrong problem. The women I meet aren't...

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Stress-Test Your Business Like a CFO: 3 Numbers That Protect (and Multiply) Your Wealth

06.01.25 -- Last week, I wrote about what it costs when you're the system — when your business relies too heavily on you to function. This week builds on that idea. Once your business runs more smoothly, the...

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When You're the System: What That Really Costs

Why your company might be worth less than it should be — and how to fix it

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The Real Reason You're Not Planning (And Why It's Costing You)

05.19.25 -- I keep hearing the same three phrases from business owners: "I need to clean up my books first." "Let me just hit this next revenue milestone." "I honestly don't even know what my ideal retirement...

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The Hustle Inherited: What It Means to Grow Up in a Family Business

05.12.25 -- I didn't realize how unique our childhood was until years later. Saturdays weren't for soccer games or sleepovers — they were for working the outlet store at our parents' manufacturing plant. My...

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When Your Trucks Are Your Retirement Plan

04.29.25 -- The freight business is built on movement — but when the economy slows, so does opportunity. With inflation sticking, growth slowing, and tariffs quietly driving up costs, many logistics owners...

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She Wants to Slow Down — But What About Social Security?

05.05.25 -- She's 51. A nurse anesthetist. After years of long shifts and high stress, she's earned a solid income and built a healthy retirement portfolio. Now she's thinking about scaling back — fewer shifts,...

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The W Isn’t the Problem—It’s the Pause in the Middle

04.22.25 -- We've all had that moment: you take a step forward—a new hire, a strategic investment, a business pivot—and then… nothing. Silence. No immediate results, no instant validation. It's a pause...

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