I’ve been making money (sometimes plenty, sometimes not nearly enough) and spending it (sometimes too little, often too much) for most of my life.  I’ve earned it doing a variety of things (most actively, some passively).  I’ve saved some, wasted some, borrowed some, and invested some.

About the only thing I haven’t done very much with money is gamble with it.  I’ve never been to Las Vegas or to any of the riverboats or casinos close to where I live.  I haven’t been to a horse racing park since I was a teenager, though I admit to having bought a few lottery tickets (on a very irregular basis) as an adult.

Oh, and I  used to play a mean game of penny ante dreidel when my kids were elementary school age!

My two primary activities concerning money have been learning all I can about it (especially how to spend less, save more, and minimize the amount that goes to taxes) and sharing that knowledge with others.

As a CPA with over 30 years experience, I’ve helped lots of individuals and businesses effectively manage their financial affairs.

If there’s any way I can help you, please don’t hesitate to ask.

You can contact me here.