The Financial Rock Star Interview Series
Find out how small business owners (just like you) are living the dream by creating a strong financial plan. Meet Shane and Jocelyn Sams — Financial Planning Rockstars Shane and Jocelyn are the husband-wife dynamic duo behind Flipped Lifestyle, a coaching business that helps people recreate their lives (and lifestyles) through starting an online business. They sell digital products and membership…
Got a Tax Notice? Don't Freak Out–It Might Not Be the Truth!
Our tax expert reveals the mysterious relationship between your money and the tax system …and what it means for you! Dear Marilyn, I keep getting phone calls from someone claiming to be the IRS saying that I owe the government money. They had quite an elaborate story and really had me going…thought I was headed…
Diary of a Profit Planner
Is financial planning right for you, right now? Find out by following my story. We are thrilled to have open spots in The Profit Path. Which means that if you want to get a plan in place to become a financial rock star (like the ones we’ve been featuring here), now is the time to…
Two Reasons to Celebrate
Tax season is over and Discovery Sessions are now open! Guys. Guys! Tax season is OVER. This is us right now–feel free to join in: A huge congratulatory shoutout to all of you indomitable entrepreneurs and small business owners who toughed out another tax season… …and another shoutout to the doughty CPAs who helped their clients…
