AvatarTeri Epperly

Teri Epperly

Teri Epperly is the Director of Training and Customer Experience at Palo Alto Software. When she's not helping LivePlan customers, she loves landscape gardening.

Recent Articles Published by Teri Epperly


Good Marketing Undone

I wrote this article a few years ago, before I took over the customer service team for Palo Alto Software. My perspective at the time was as a consumer. Looking back on it now, as the manager of my team, the glaring miss in this company’s story was the lack of training for their staff.... Read more »


What Motorcycling Can Teach You About Making Decisions

It’s been a long time now, but in my other life (when I was living in Hawaii and before I worked for Palo Alto Software), I was a motorcycle safety instructor. I trained over 1,000 people through the Motorcycle Safety Foundation Basic Rider Course. The course taught not only the mechanics of how to ride,... Read more »


Best Business Ideas

What business idea is right for you? The best business for you is one you love and to which you are prepared to make a major commitment. Many small-business owners describe starting a new business as more demanding than having a new baby – you have to be prepared to give it your full energy,... Read more »


Bplans Starting Costs Calculator

If you’re thinking about starting your own business, any type of business, one fundamental will be expenses that you will need to cover before you open your doors, launch your website, or sell your first product or service. The timing of starting expenses is what distinguishes them from ongoing expenses that you track each month... Read more »


Dealing With Rising Gas Costs

If you travel by car for business or to commute to and from work, you are probably looking for ways to cut the costs of traveling. An article on eHow.com gives tips on how to maximize fuel efficiency when you travel. Here are a few tips from this article: Plan the trip so as to... Read more »


Fuel Efficiency — good for me, good for the economy

Recently I’ve been evaluating what I’m spending on a regular basis, to find ways to be more efficient and hopefully reduce those costs. One expense is the cost of commuting to and from work. I commute just under 30 miles round trip from my home in the country to our office in town. Of the... Read more »



Words to avoid in finances and business I’ve been investing toward my retirement for over 20 years, and my Dad’s favorite advice has been to avoid giving in to three emotions: fear, panic and greed. These  American Heritage Dictionary definitions, seem to align pretty close to what he’s been saying: FEAR: (def.) To be uneasy... Read more »