Where are you on your wealth-building journey?

I’m an enthusiast of all things personal finance. Over my 30-year career as a certified public accountant, I’ve been blessed to work side by side with many brilliant CPAs and advisors and nurtured close advisory relationships with numerous successful clients. But my role with these clients has been more than that of an advisor. I’ve […]

Toilet paper dispute offers lesson in servant leadership

I recently was reminded of yet another servant leadership lesson. A speaker retold a story about a friction scientist and his quest to “teach” his wife the proper way to position toilet paper on the roller. As he calculated it, placing the toilet paper so it unrolls from the top was better than unrolling it […]

Entrepreneurship drives economic growth

Entrepreneurship drives economic growth and prosperity.  When entrepreneurs start new businesses, they also encourage demand for goods and services, create jobs and generate new revenue streams. This leads to growth and increased prosperity for all. Innovation drives gains in productivity and comes disproportionately from entrepreneurs and new businesses. Economic development is a crucial component of […]

Strength training comes with strong benefits

We all want a high quality of life and independent living. Consistent strength training offers a path to that goal.  Did you know adults lose 5 to 7 pounds of muscle mass every decade after age 20? Strength training is important for everyone at every age. For most of us, it’s about creating muscle that […]

Preparations under way for universal preschool in Mesa County

Preparations are underway for universal preschool, a tuition credit program for children the year before kindergarten. This new program offered in the Grand Valley and across Colorado aims to prepare young children for success in school and later in life. Quality early childhood education exerts huge effects on the workforce. When parents know their children […]

New venture presents health care opportunities

UC Health recently announced plans to form a joint venture with Intermountain Healthcare to establish a large clinically integrated network (CIN) in Colorado.  The stated intent of this joint venture is to accelerate the transition to value-based care and introduce new health insurance options. Monument Health has fielded questions about what this means to our […]

What to ask when hiring a property manager

Whether intentional or accidental, investing in rental properties offers a great way to build wealth. According to Investopedia, investing in real estate can provide steady returns even through the ups and downs of the stock markets. Still, managing rentals can be time consuming and stressful for owners who might lack the time and expertise. Hiring a professional property […]

Managing remote workers a balancing act

With an increase in requests for remote or hybrid work environments, business owners and managers learned there are pros and cons to offering such options. Keeping this classification of employees engaged and productive requires new best practices for business professionals and leaders to implement.  While the job tasks might not change, the mindset of individuals […]

Time to assess customers satisfaction

What’s the purpose of a client or customer satisfaction survey? For that matter, what is a satisfaction survey? According to the SafetyCulture website, a satisfaction survey offers a useful tool to measure engagement with product or service offerings. Hotel, retail, restaurant and other business sectors commonly use surveys to gauge customer experiences, identify areas of […]

Are you a leader or boss? There’s a big difference

There’s a vast difference between leaders and bosses. Leaders collaborate, guide, influence, inspire, mentor and support others to foster movement in a desired direction. Conversely, bosses master over others and are often controlling, domineering and use fear and intimidation to get more out of the individuals they oversee. If you’re like most people, you’ve worked […]

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