Latest Posts

Posted on Thursday, May 23, 2019 by Abby Draper

It is the responsibility of the CPA to gather information early and often pertaining to the post-retirement expectations and “wish list” of their clients.

  • retirement planning

Posted on Tuesday, May 21, 2019 by Abby Draper

Although there are many variations of S.M.A.R.T. Goal Setting, the individual letters all stand for the same thing: Specific, Measurable, Attainable, Realistic and Timely.

  • Boomer Consulting
  • goal planning
  • Personal Development

Posted on Monday, May 20, 2019 by Abby Draper

Sure, now you have great, diverse and talented set of individuals on your team, but how do you keep them engaged and happy with their work life?

  • Diversity and Inclusion