Skip to content

This is a 45 minute workshop designed to educate people over age 55 about how the Social Security System works. After being told for years that the Social Security System is going broke, Baby Boomers are realizing that it will soon be their turn to collect benefits.

Read More

Defining your life goals is a great way to begin boosting your financial confidence. Do you want to make more money? Retire early? Change careers? Start a family? Open a business? It’s time to figure out the really important things in your life because they are the starting points for making smarter financial decisions.

Read More

No man (or business owner) is an island. You can’t do it alone. And you shouldn’t. If you need to get through a couple of assistants until you find the right one, that’s OK. This is a working relationship for the both of you and should be mutually beneficial.

Read More

Studies clearly show that our behaviors produce the results we see in our lives. If you don’t like the results, then change the behaviors. Yet, this simple concept seems to elude most people who struggle each day to make the right choices and improve their lives. This applies to personal finances and building wealth.

Read More

Becky Livingsston of Penheel Marketing and Gene Sower of Samson Media as we take you through a lively presentation on what you need to know to succeed with an SEO strategy whether you plan to do it yourself of hire a pro.

Read More

COVID-19 has brought rapid and dramatic change to the business landscape. Many companies have lost revenue due to the pandemic. Others need capital to take advantage of new business opportunities. One financial option available to your business is a mezzanine loan. Mezzanine loans offer quick access to capital in exchange for slightly higher interest rates and a specific set of restrictions.

Read More

If you are a business owner that has persevered through the hot mess called 2020 so far, I know you are watching those hard-earned dollars even more closely than before – and rightfully so. BUT, how are you supposed to market your business with a limited budget? Luckily living in the digital age, there are some digital marketing techniques you can invest your time into to help you grow your business locally:

Read More
Scroll To Top