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I Quit!
- by: Hank Berkowitz
- October 18, 2021
No CommentsWith all the talk about inflation, stagflation, higher taxes and lack of affordable housing, I couldn’t help noticing one contrary statistic amid the sea of pessimism—the national “quit rate” is at an all-time high. The quit rate is the number of workers who voluntarily leave their jobs as opposed to being terminated, downsized or furloughed.
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When Life Forces You to Slow Down
- by: Hank Berkowitz
- September 28, 2021
The problem with Coach K’s “Next Play” philosophy I’ve never been the type to slow down and smell the roses. But after 30+ years of triathlons, marathons, tennis, kayaking, open-water swimming and coaching baseball, the wear and tear on my body finally caught up. Step 1: Shoulder surgery to repair a torn rotator, labrum and
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Busting Through Writer’s Block (and Procrastination)
- by: Hank Berkowitz
- September 21, 2021
There’s no magic formula or pill to take, but these (mostly) old-school techniques still work As the famous line from Alice in Wonderland goes: “If you don’t know where you are going, any road will take you there.” Not to be your high school English teacher, but trying to write something without an outline
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Clearly We’re Being Tested
- by: Hank Berkowitz
- September 6, 2021
At times like these, your clients need you more than ever. Are you anti fragile? I’m not the most devout guy in the world. But on the eve of Rosh Hashana (Jewish New Year) and the 20th anniversary of 9/11, it’s clear to me our resolved is being tested by a higher authority. The
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Writing: The First Step for Successful Innovation
- by: Hank Berkowitz
- August 8, 2021
Forget apps, hacks and shortcuts. Writing takes practice, practice, practice Last week’s post about The Key to Writing Faster provoked a lot of feedback. In fact, Jeffrey Wyant, serial entrepreneur and co-founder of Coast to Coast Fulfillment, Inc. in West Greenwich, Rhode Island submitted a great guest post that I wanted to share with you.
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The Key to Writing Faster
- by: Hank Berkowitz
- July 28, 2021
My college track coach was not the nicest guy in the world, but he had a unique ability to distill complex concepts into the simplest terms. On our first day of practice, he gathered all the nervous freshmen together and barked: “Gentlemen: The key to running faster is to practice running faster. Hopefully it won’t
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Global Minimum Tax a Big Step in the Right Direction
- by: Hank Berkowitz
- July 15, 2021
But the devil is in the details. If your client or company is impacted by new global tax rules, focus on your tax base not your tax rate By Cecil Nazareth | guest columnist Treasury Secretary Janet Yellen announced last week that 130 of the 139 countries in the Organization for Economic Cooperation and Development (OECD) agreed
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Survey: Wealth Advisors Most Optimistic; CPAs the Least
- by: Hank Berkowitz
- July 10, 2021
As we prepare to release our 5th annual CPA/Wealth Advisor Confidence Survey™ to the media and general public, this much is clear. Financial advisors of all stripes have never been busier. But tons of billable hours and ample referrals don’t necessarily translate into satisfaction. First the good news: Four in five survey respondents (81%) told
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Can Baby Bonds Put Disadvantaged Kids on the Path to Prosperity?
- by: Hank Berkowitz
- June 18, 2021
Thanks to legislation approved on Wednesday, every year over 15,000 Connecticut infants born into low-income families will receive $3,200 government-funded savings accounts. The accounts are designed to provide qualifying children with an estimated $10,600 when they turn 18. The returns are based on a projected average rate of return on investment over 18 years of 6.9
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Memorial Day Estate Planning Thoughts
- by: Hank Berkowitz
- May 24, 2021
Hard to believe it’s almost Memorial Day weekend. But it is. For the first time in over a year, extended families may finally get together (in person) to kick off the official start of summer. Whether masked or unmasked, the focus will be on grilling, boating, beaching, golfing and maybe a parade. But the term
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