I recently did an experiment with AI to see if my website describes my ideal client accurately. It’s important as a business owner to know if I’m reaching the potential clients that are the best fit for the firm’s offering.…
It’s the day before Halloween, so you must be running around costuming your kids/pets/self and buying candy. So, no boring finance stuff, just a few laughs. “Last Halloween, there was a knock on the door. I looked out the…
So, to keep you from panic-buying the most expensive, yet thoughtless, gifts in desperation, here is my annual reminder – along with some cool gift ideas: Get to planning and executing on your holiday shopping list NOW! Personal, unexpected gift…
Short blog today – everyone’s favorite! I was Today Years Old when I learned about these factoids related to Qualified Charitable Distributions (QCDs) from IRAs. As a reminder, QCDs allow people aged 70 ½ and older to gift money from…
Looking for an easy, cheap Halloween costume that will make you look hip to 2025 culture at the neighborhood soiree? I’ve got you covered! Elphaba (Wicked Witch) from the movie “Wicked”—just add a green top, black skirt, and witch…
I can’t believe how this year has flown. Already, we are starting to look back at 2025 and pundits are trying to predict how the year will end up in the stock market. As always, I provide this list as…
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