Greg founded Stapp Financial in 1996, and has provided accounting and financial planning services since 1985. His expertise includes retirement planning, investment management, small business taxation, and consulting. Greg earned a BA in Accounting from Whitworth University, and a Master of Science in Financial Planning from the College for Financial Planning. He is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP) and a Personal Financial Specialist (PFS). Greg is a member of the Washington Society of CPAs, the American Institute of CPAs Personal Financial Planning Division, and the National Association of Personal Financial Advisors. Greg has been quoted in several publications including Ticker, Forbes, Medical Economics, The Seattle Times and The Olympian. He has been recognized as one of the nations Best Financial Advisors for Doctors in Medical Economics Magazine, as well as one of the Best Financial Advisors for Dentists in Dental Economics Magazine. In his free time, Greg enjoys outdoor activities like tennis.
The old adage that your company is only as good as the people that work for it has never rung truer than it does today. The cost of hiring—and then firing—an employee who turns out to be the wrong fit is huge. So how do you find the ideal employee the first time? Focusing on these four ‘Cs’ can help:
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try: