Find a Great Accountant in Iowa!

February 17, 2013

Tax time is upon us (once again) and I’m reminded the value that accountants bring to my life.  And, many of my client’s life. Many people are “self-preparers” or, they find the local big-chain accounting company that offers “huge discounts” for tax preparation.  In my experience, many of us aren’t experts when it comes to […]

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Want to earn more interest on your checking account?

February 10, 2013

Have you noticed banks don’t pay much in terms of interest on their checking and savings accounts?  In fact, it’s almost embarrassing, really.  The fees, no interest… We’re giving them OUR money.  Practically for free. Well, I finally found a couple of local banks that offer decent rates on their checking accounts and in this […]

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How to quickly create a successful habit!

February 3, 2013

We’re officially a month into 2013.   That brings up two questions: What’s the theme of February?!  Well, in this video you’ll find out! How are you coming along on those New Year’s Resolutions?  If you haven’t started crushing it, you’ll probably really dig this week’s suggestion. Well, I have good news… Creating healthy habits […]

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How do I stop junk mail?

January 27, 2013

Have you ever wondered if there’s a good way to stop getting junk mail?  You know, sort of like you put a stop to the dinner-time phone calls. Well, the good news is it’s easy… and probably the most popular tip I’ve ever shared with my clients over the past 10 years.   In this […]

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Should I get a 15 year mortgage?

January 20, 2013

With rates as low as they have been in the past year, I get the question “Should I pay off my mortgage faster?”.   I’ll be honest, it’s a tough question to answer in the broad sense.  But, I can say that this week’s update helps talk through the conversation I have with clients on […]

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Where do mortgage rates come from?

January 13, 2013

A common question I get from clients is “Where do mortgage rates come from?”.  It’s a great question and one that people don’t commonly know the answer to. If you’re looking at locking in an interest rate, it’s important to know what to look at. The most interesting thing isn’t necessarily what the thing to watch is. […]

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Better manage your time in 2013!

January 6, 2013

Time management is a real challenge.  I have been extremely fortunate to meet a lot of great time managers over the years, and I’m excited to say that one of my good friends is sharing her knowledge in a new book!  The book is called “3 Secrets to Effective Management”.  Her name is Elizabeth Saunders. […]

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How to have a killer 2013!

December 30, 2012

Goal setting isn’t always sexy.  But, to see improvement, it’s often necessary. In spending a lot of time working on my business and personal life in the past year, I’ve learned a few things that I think are truly life changing.  Specifically, when it comes to goal setting. If you have struggled with goal setting, […]

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Be the interesting family member at Christmas this year!

December 23, 2012

Tis the season to get together with all of your closest friends and family.  I know the feeling, and I love it.  Every year. I have something that’s going to leave you being the talk of the party… I want you to take a quick listen to today’s video and take this advice to your […]

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Big News Around Our Office!

December 14, 2012

For the past few weeks we’ve been teasing you about big news.  Well, this week, the cat is out of the bag. Take a look at this week’s video update and see what we’re up to! Quick Warning: Cheesy intro… As I’m trying to learn about video editing!   [leadplayer_vid id=”50CA23042ABBE”]

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