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Reasonable Financial Projections - May 2021 Tue, May 11, 2021 Over the years, I’ve not only prepared hundreds of financial projections but also reviewed hundreds prepared by others. That has given me an insight into the preparation, validity and use of such financial views of the future. In that regard, let me ... Read More

Turning the Page on an Unprecedented Year - March 2021 Mon, Mar 15, 2021 Your 2021 Budget: Plan Ahead, But Not Too Far Ahead Read More

The Best Path to Change - January 2021 Mon, Jan 18, 2021 If there’s one thing that 2020 has shown, it’s that big change can happen in the blink of an eye. When things change rapidly, we often make quick decisions about how to react. But the path to real, lasting and positive change is actually slow, maybe ... Read More

Focus on Your Financial Strategy - December 2020 Mon, Dec 14, 2020 The U.S. election has been one of the most important in our lifetimes. Emotions are high and there is no shortage of opinions on how this will impact the future. Read More