The secret to less copying and pasting – Robotic Process Automation

Remember the last time you copied information from one system and put it into another? Wasn’t that three hours of Ctrl+C and Ctrl+V fun? It wasn’t? Sounds like you might want to look [...]

Americans’ financial satisfaction reaches new high—can you feel it?

For the fifth quarter in a row, the typical American’s personal financial satisfaction reached an all-time high, according to the AICPA’s Personal Financial Satisfaction Index [...]

3 spooky small business myths, busted

At this time of year, there’s plenty of “spookiness” to go around – the new Halloween movie, haunted houses, people incessantly arguing about politics on Facebook (just to [...]

Tax identity theft: A horror story

Halloween used to scare me. I was sure that monsters — specifically zombies — were out to get me. But I’m not afraid anymore because I faced down a nameless ghoul who did more [...]

Life lessons learned while training for the IRONMAN® triathlon

On August 19, 2018, I checked something off my bucket list: I completed the IRONMAN® Mont-Tremblant triathlon – a 2.4 mile swim, a 112 mile bike ride and a 26.2 mile run. I wasn’t [...]

See the future, without a flying DeLorean

Unless you’ve recently installed a flux capacitor in the family mini-van, you probably can’t predict the future. But human nature is insistent in its curiosity, so predictions do [...]

Smishing – what you need to know

When I first saw the word smishing, I assumed it was some new lingo the kids came up with to further stump us adults. But then again, this is coming from someone who didn’t know what [...]

Help disaster survivors — not scam artists

It’s a familiar cycle. A disaster like Hurricane Florence strikes, and the airwaves are inundated with news of people displaced and homes destroyed. And shortly afterwards, you’ll see [...]

Planning, valuation could have saved Franklin’s heirs $20mil

Aretha Franklin, the “Queen of Soul,” passed away last month in her birthplace of Detroit after six decades reigning the music industry. The first woman inducted into the Rock and [...]

Are you ‘more dumber’ than your smartphone?

Chances are, you love your smartphone. No. I mean: You really love your smartphone. MRI studies show that when we hold our smartphones, we almost feel as though they’re holding us back. Our [...]