Our Two Cents

THE PLANNING TRIAD

Ned was not doing well. And it wasn't the “Someone-posted-something-political-on-Facebook” kind of not doing well. His professional life wasn't going as planned and he felt unsettled.As he was sitting in my office, he explained that his old partner offered him a role at...

Plans and Life Scripts – Part 2

Last time I gave an overview of a few books that are changing the way I think about thinking. And things I think I've thunk. The Sandler Success Principles: 11 Insights That Will Change the Way You Think and Sell, by David Mattson and...

738 in 29

[vc_row row_type="row" use_row_as_full_screen_section="no" type="full_width" text_align="left" background_animation="none" css_animation=""][vc_column][vc_column_text]The talented team of professionals at Rose, Snyder & Jacobs, by nature of being in the accounting and tax field, are often perceived as “number crunchers.” What isn’t always realized is that the qualitative nature of the numbers we...