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4 Remote Work Lessons Learned the Hard Way

4 Remote Work Lessons Learned the Hard Way

I began working remotely in May of 2018 from the comfort of my brand new apartment in Lakewood, Colorado. I had been working in an office environment for nearly 15…

Business Email Compromise Fraud

Three Strikes & You’re Out $43,000 from Business Email Compromise Fraud

What appears as a routine, everyday task can quickly become a multi-thousand-dollar theft from your company in the blink of an eye. Take Jane, an accounting specialist, who received an…

Lending During a Pandemic

Business Lending During a Pandemic

“The future ain’t what it used to be.” – Yogi Berra Clearly our vision of the future today is much different than what we were dreaming of even back in…

Progressive Investment in Your Business’s Future

Progressive Investment in Your Business’s Future

Now may seem like a strange time to think about your next strategic business investment, but it may be the best and most strategic time. The primary investment I’ll be…

fraud schemes

The Scene of this World is Changing – One Fraud Scheme at a Time

As the scene of the world changes faster than ever, consumers and business owners need to know how to protect themselves during these unusual times. Unfortunately, fraudsters and cybercriminals are…

Ignore Your Credit Report At Your Own Risk

Ignore Your Credit Report At Your Own Risk

A while back in my career, I was working on a mortgage loan for a long-term client who had a very common name, and I noticed the client’s credit score…

Travel & Entertainment Policy

5 Tips for Creating an Effective Travel & Entertainment Policy

Travel and entertainment (T&E) spending is an ongoing delicate balance in any organization – from the smallest nonprofits to the largest corporations. Each of them have their own complex set of…

Death, Taxes, and Business Succession Planning

Death, Taxes, and Business Succession Planning

Starting a business from scratch is one of the most challenging endeavors a person can undertake. The risks taken and sacrifices made to grow that business are significant, but with…

Are You Worthy of Word-of-Mouth Advertising?

Are You Worthy of Word-of-Mouth Advertising?

Right around this time last year, I wrote about my experience working with several window contractors to get quotes for replacement windows. One of them stood out because the salesperson…

SECURE Act

TAKING ACTION: THE SECURE ACT

As a CERTIFIED FINANCIAL PLANNER™ I’ve always gotten a lot of questions from friends and family about financial issues. Lately, though, the popular topic seems to be the new SECURE…

Enlighten Blog

Make Progress On Your Big Goals This Year with Enlighten

I always admire and appreciate the optimistic energy that surrounds each new year. Acknowledging last year’s experiences, creating fresh goals and action plans, and setting off on a positive course…

Stick to a plan

Stick to a Plan! 

It is important to stick to a plan when trying to accomplish a major goal or project, a fact I was able to put to the test this past year…

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