Building a Better Personal Network On Long Island and In Stamford

August 11th, 2017 → 9:15 am @ // No Comments

Building a Better Personal Network On Long Island and In Stamford We work a great deal with asset sheets and financial numbers for our Long Island and Stamford clients. We’re always on the hunt for ways that we can minimize tax burdens and be strategic about every available resource on behalf of the Long […]

Blog

Three Keys To Shorter Meetings For Your Long Island and Stamford Business

August 9th, 2017 → 9:41 am @ // No Comments

Three Keys To Shorter Meetings For Your Long Island and Stamford Business Last week I wrote about working less, and testing the 80/20 hypothesis for your Long Island and Stamford business work cycle. I’d love to know if you had a chance to consider putting this into practice, send us an email using the email icon […]

Blog

The Pareto Principle And Your Long Island or Stamford Company’s Work Cycle

August 2nd, 2017 → 10:01 am @ // No Comments

The Pareto Principle And Your Long Island or Stamford Company’s Work Cycle Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could […]

Blog

Training Your Heart For Good Financial Stewardship On Long Island and in Stamford

July 28th, 2017 → 9:01 am @ // No Comments

Training Your Heart For Good Financial Stewardship On Long Island and in Stamford Working with my Long Island and Stamford clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant […]

Blog

Growing Customers For Life For Your Long Island and Stamford Business

July 26th, 2017 → 9:48 am @ // No Comments

Growing Customers For Life For Your Long Island and Stamford Business We’re starting in on the second half of the summer, and I have a question for you: How are you feeling about 2017 thus far for your Long Island and Stamford business? Now that we’re over halfway through the year, it’s a nice time to […]

Blog

A Basic Mid-Year Tax Planning Method for Long Island and Stamford Taxpayers

July 21st, 2017 → 8:30 am @ // No Comments

A Basic Mid-Year Tax Planning Method for Long Island and Stamford Taxpayers Well, we are right in the thick of summer. It’s hot. It’s also tempting to just sit back and hit the cruise control for the next 6 weeks or so, and do nothing different, make no changes, plan no plans. Like many, […]

Blog

Should You Buy A Building For Your Long Island or Stamford Business?

July 19th, 2017 → 8:48 am @ // No Comments

Should You Buy A Building For Your Long Island or Stamford Business? Every week, we advise our clients about how to handle their Long Island and Stamford businesses, and particularly their finances. It’s a big part of what we do around here, and many don’t even realize how much we’re willing and able to […]

Blog

Smart Planning for Financial Independence in Long Island and Stamford

July 14th, 2017 → 7:08 am @ // No Comments

Smart Planning for Financial Independence in Long Island and Stamford I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I’d like to speak some encouragement to you. A few people in Long Island and Stamford wrote me saying […]

Blog

Goal Setting For Your Long Island and Stamford Business

July 12th, 2017 → 7:18 am @ // No Comments

Goal Setting For Your Long Island and Stamford Business Goal setting. Some people *love* reading and writing about it; but to others, it can provoke a sure-fire rolling of the eyes. Indeed, this whole ritual of “goal-making” can feel very cliche, but look — we all need little “nudges” to help us actually make […]

Blog

Four Keys to Achieving Financial Freedom by Michael Kessler

July 7th, 2017 → 8:41 am @ // No Comments

Four Keys to Achieving Financial Freedom by Michael Kessler I truly hope you enjoyed your Independence Day festivities. Perhaps you’re still enjoying them? Interestingly, did you know that the Declaration of Independence was actually approved on July 2nd, and most of the delegates didn’t sign it until August 2nd? While John Adams expected Americans would celebrate […]

Blog