[vc_row][vc_column][vc_column_text] NEW EPISODE AVAILABLE! Check out our latest episode… Making an Impact, Doing Your Most Important Work In this episode, we talk to Sean Kouplen, the CEO and president of Regent Bank, Tulsa. Aside from being an owner, investor, author, and public speaker, Sean was also appointed as the Secretary of…
Sales Tax, Income Tax, Property Tax, Payroll Tax… Why is there so much talk about taxes? Aren’t they a fact of life? Yes, taxes are a fact of our lives, a controllable fact. As Tom Wheelwright, CPA says, “If you want to change your tax, change your facts!” Taxes are the biggest expense of our lifetime….
[vc_row][vc_column][vc_column_text]Back in March, we all probably thought the pandemic would be over by now. It looks like it will be around a lot longer, and our political landscape is… I have no words. Our landscape is pretty confusing. I heard President Trump say that the economy is great. He followed that by saying the stock…
NEW PODCAST AVAILABLE! Check out our latest episode… Building a Female Investor Network In this episode, we talk to Rose Vitale, a business owner, and entrepreneur who has been building businesses for over 25 years. She started her journey with one store, that she ultimately grew into 15, having the #1…
“…instead of worrying day and night about what the federal government is or is not going to do, instead of worrying about the fact that we apparently have no sweepingly effective leaders and instead of worrying about what they did do or didn’t do or what the army says or didn’t say or what the…
As we all know, very little in this world is constant. There is one thing that we can always count on and that is change. That being said, I am presenting a new face to the world. I say new, but it really is the face that I have had all along. I’m just showing…
It’s tax season? Weird! As with other things out of sync this year, the tax filing deadline was extended to July 15th, due to the outbreak of COVID-19. Tax season is normally the time of year that reminds us that we may want to take more action on decreasing our tax liability in the future….
[vc_row][vc_column][vc_column_text]Social impact investing is a way to give money a purpose. It can help create a sense of power for those using it to improve the world around them. Taking care of our elderly is particularly important to me. I have friends who have used their money, with money from investors, to start an assisted…
When was the last time you did something for the first time? That’s the question that is asked on the cover of Seth Godin’s book, Poke The Box, a manifesto to push you to start something new. He points out, if you don’t start, you cannot fail. Fear of failure why so many do not start. We are taught, in school, that…
