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An IRS Agent Walks Into a Bar…

An IRS Agent Walks Into a Bar… Ee all know jokes about the IRS and getting taxed seemingly to death. But I doubt any of us laugh when we pay those tax bills. Is writing that [...]

Will That Be Cash or Charge?

Will That Be Cash or Charge? In our current society it is common practice to use credit to pay for our daily life activities. Whether this is in the form of a credit card, a line [...]

Where’s the Beef?

Where's the Beef? Remember that ad from Wendy’s? It made us laugh, but it also made us question the quality of the burgers we were consuming at the time. Wendy’s focused on the quality of their [...]

What makes you so special?

What makes you so special? You are special because, unlike the average person, you are a private practice owner. Owning your own practice makes you special when it comes to financial planning because your practice is [...]

This Year’s To-Do-List is NOT Next Year’s Marketing Plan

This Year's To-Do-List is NOT Next Year's Marketing Plan It’s the New Year – A time when most of us reflect personally and professionally on what we did and did not accomplish the year prior, deciding [...]

Private Practice Professionals: Pay Yourself First!

Part of my responsibility as a Financial Advisor is to observe and communicate what successful actions you as a private practice professional can do to ensure your financial future is certain and secure. The first step on your journey to [...]

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