Cash Flow Management 102

Cash Flow Management 102

by | Oct 16, 2020 | Income Planning, Wealth Planning

A cash flow plan functions best if it reflects your goals, whether long-term or short-term. The purchase of a pleasure boat in three years or the decision to remodel your basement next winter should influence your cash flow plans. The goals that you have already set...
Cash Flow Management 102

Cash Flow Management 101

by | Oct 9, 2020 | Income Planning, Wealth Planning

Every successful business relies on a financial system to carefully control income and expenses. A business must have a system to know its present financial status, and more important, to plan for its future financial moves. A corporation cannot place a $40,000...
Now What? COVID and Your Money

Now What? COVID and Your Money

by | Sep 12, 2020 | Income Planning, Wealth Planning

“The best laid schemes of mice and men go often askew” – Robert Burns, To a Mouse. We are meeting with lots of East Texans these days who have been thrown a financial curve-ball. There isn’t a person on the planet who could have predicted all the twists and turns our...
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