by Meggan | Aug 2, 2023 | Uncategorized
If it’s true, that we all want what’s best for our kids, then talking to them about money should be a priority. Research shows that financial literacy makes you less vulnerable to fraud, can increase your confidence, and help you stay debt-free. Of course, this is...
by Meggan | Jun 28, 2023 | Uncategorized
“The more disciplined you are, the more you take control of your life and make it what you want to be.” – Dr. Magie Cook These words truly resonated with me at the NAWBO Philly Leadership Symposium and VIP Reception in April of this year. The keynote...
by Meggan | May 31, 2023 | Uncategorized
Succession Planning, if not done with thoughtful planning, handing down the family business can be a complicated, emotional process. You’ve poured your ideas, knowledge, money, time, and passion into your business. You may have raised a family as you rode the...
by Meggan | Apr 28, 2023 | Uncategorized
It’s graduation season, which brings to mind paying for college. If you’re a parent, wrapping your mind around the cost of college can send tremors down your back. Unless you’re wealthy, the high cost of postsecondary education often creates a financial burden the...
by Meggan | Mar 28, 2023 | Uncategorized
The Role of CFO CFO services provide your business with help in many different areas such as capital allocation, budgeting, forecasting, and cash flow management. Ask a realtor what makes easy work of selling a property and they’ll say, “location, location, location.”...
