by Leif Jensen | Oct 19, 2026 | Investing |
I was on a webinar with my peer group awhile back and I was surprised that one of my peers moved his computer accidentally and it showed that he was in his kitchen. The surprise came is because I know roughly where his office is located, it is close to another of our...
by Leif Jensen | Oct 13, 2026 | Running a Business |
I joking state that I started my business because every time I had a child, I lost my job. So, I stopped having kids and started my own business. The facts are essentially true. Yet I was working full time when I started my side business that grew into my...
by Leif Jensen | Oct 5, 2026 | Money Management, Retirement |
I have mentioned in the past a friend/client of mine who was setting up toll booths for his retirement. He wanted to have multiple consistent income streams in his retirement, so he did not have to worry about where the money was going from. He had his and his wife’s...
by Leif Jensen | Sep 28, 2026 | Money Management |
Yes, I am a CPA with my own practice. I also have some related side hustles, as well as a list of those businesses that I would like to get into. Given the correct partner. I have rental real estate, and a small e-commerce business. But there are a great number of...
by Leif Jensen | Sep 21, 2026 | General, Retirement |
Outliving my savings is a great fear of mine. I have seen clients, of clients who struggle with Social Security as their sole income source. They have depleted all their other monies and options. They were coming to the NFP to find assistance with everything, food,...
by Leif Jensen | Sep 14, 2026 | Retirement |
I saw the article title “Premature Retirees” the same week I meet with a client who has technically retired in November when she was laid off from her job. It seems that there is a new survey says that most Americans are retiring earlier than they want to. TIAA and...
by Leif Jensen | Sep 8, 2026 | General |
The migration of taxpayers from high-tax to low-tax locations continues, and more states are trying to reduce or eliminate their income tax to stay competitive. The next may be Missouri, where voters will consider a ballot measure to phase it out. Illinois has plans...
by Leif Jensen | Aug 31, 2026 | Rant |
We Work was a coworking rental space company, for those who forgot. The company was hyped to unbelievable heights. I remember having a client discussion, where I expressed concern about the lack of privacy, since my clients prefer their financial privacy, We Works...
by Leif Jensen | Aug 24, 2026 | Investing |
First off, stock price manipulation is the illegal and intentional deception used to artificially inflate or deflate the price of a security. Perpetrators aim to mislead the market to make personal profits at the expense of other investors. Now that we have stated...
by Leif Jensen | Aug 17, 2026 | General |
With your investments are you an investor or a trader. If you follow the Warren Buffet school of thought, you are an investor. You buy and hold. A trader buys on bad news, when a stock plummets and sells on good news and grabs the profit. I tend to fall into the...
by Leif Jensen | Aug 10, 2026 | Rant |
How much you must earn to be considered middle class, upper-middle class in every US state Based upon a GOBankingRates analysis, they seemingly have found that the income needed to qualify as middle class varies widely by state. Who would have guessed that it costs...
by Leif Jensen | Aug 3, 2026 | Running a Business |
I have a client who should have , but did not have payroll in 2025. His side business grew and he hired his friends to assist with the work. They were paid like independent contractors, which may actually be true, he did not have enough business to fully employ any...
by Leif Jensen | Jul 27, 2026 | Money Management |
Basic budgeting that most individuals do not use on a regular basis. The 50/30/20 rule divides your net pay into three broad categories: 50% Needs, these are your essentials; rent or mortgage, utilizes, insurance, food, transportation etc. 30% Wants, these funds your...
by Leif Jensen | Jul 20, 2026 | Running a Business |
Surprise we are seeing much more aggressive worker’s compensation audits. We have one client who has received a notice from a past insurance company claiming that they owe $38,000 from nine years ago, the balance is in collections and they never received a prior...
by Leif Jensen | Jul 13, 2026 | Investing |
In my travels around the country, I look to see if there is a Waffle House in the town I am staying in. Sometimes it’s a yes others it’s a no. in Bozeman and Branson it was a no. When I go to Corinth it is a yes, and I always stop at least once per trip. I enjoy...
by Leif Jensen | Jul 6, 2026 | Investing |
I have been reading about the travails of Portillo’s recently. They have a perceived pricing issue. I am not alone in thinking this! Many fans find Portillo’s pricey, with full combo meals often costing between $13 to $18. Portillo’s IPO occurred in...
by Leif Jensen | Jun 29, 2026 | Advertising |
I just got a call informing me that I now qualify to advertise on Siri and Alexi. How desperate do both companies need to be to contact me about advertising my lemonade stand. You would think they would be chasing the huge companies with real advertising dollars to...
by Leif Jensen | Jun 22, 2026 | Taxes |
I was working with a client who was under an IRS audit, the day before the audit and thet were showing me the summary sheets of the expenses that were being questioned by the service. They were small realtors with a Schedule C with their 1040. So, I am talking to them...
by Leif Jensen | Jun 16, 2026 | Corporate Entities |
I wholly own my business. I do understand the need for partners and once I had one, in a different business. I have a list of multiple businesses that I am interested in yet could only do them with the correct partner(s). Choose your partners wisely. I have seen what...
by Leif Jensen | Jun 8, 2026 | Rant |
We have all heard the idiom that “you should dress for the job you want, not the job you have”. As we celebrate 250 years of independence, this idiom ties directly to one of our founding fathers during the earliest days on the United States, George Washington. George...
