The best reason to do Financial Planning-leaving a positive legacy.

Treasure Chest

It’s not just about you and me. Planning is about leaving a positive legacy for our children. This tongue-in-cheek video shows one very sound reason why you’d want to do this. Concerned about your financial goals? Contact us for help. (Click here if your screen doesn’t show the video.)

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Simple in Six – How to enter Excel data just one time!

Do you ever get frustrated formatting a yearly spreadsheet and then entering data in 12 tabs for monthly projections, budgets,etc? What’s really irritating is when something has to be added and you’re faced with 12 tabs to update.  Thanks to Excel expert Tom Fragale (@PhillyTom), we have a way to enter your data just once…

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Simple in Six – Excel Tables

Excel Logo

Arguably, one of the most powerful features in Excel 2007 & 2010 is the new table formatting option. You can learn the basics in less than 5 minutes with the tutorial below.

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Understanding the Free Market=Business Success

Debt meter

If you understand how the free markets should work, you’ll tend to do a lot better in business. Here’s one of the greatest living speakers on the subject – Dr. Walter Williams.  

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What do the letters IRS really stand for?

During tax season, one of the most oft asked questions is – What do the initials in IRS mean? We offer the following ideas. Feel free to send us your own.

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