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How to Invest During Market Corrections

How to Invest During Market Corrections Over the last few weeks, investors have experienced declines in their stock market portfolios, which is something that is part and parcel with this kind of investment activity. The ups [...]

The Power of Optimum Financial Planning

Financial planning, conceptually, is a very needful service. It is the idea of setting goals and working out the financial resources needed to fulfill those goals during one’s lifetime. I think you would agree that this type of efficiency is [...]

Just Press Play

Just Press Play If you have ever turned on the TV and saw the infomercial for the INSANITY workout, you would know that it is a 30-minute, high intensity workout that basically turns you into a [...]

Skyrocket Your Income

Skyrocket Your Income The topic of income and making more money seems to be at the top of everyone’s agenda. When I consult with practice owners, making enough money is the #1 priority for most of [...]

Protect Your Assets From the Enemy

Asset protection is an often overlooked, yet vital part of obtaining the Optimum Financial Condition. It also has many different meanings and applications. Most of us tend to think of asset protection in the scope of what happens if there [...]

Don’t Let the Tax-Tail Wag the Dog

I have a confession. Taxes are not my favorite subject. The tax code is a complex labyrinth of opinions and verbiage which would take a lifetime of research to try and clarify. Unfortunately, in working with over 200 practice owners [...]

7 Ways to Lessen the Tax Bite

Income tax is a fact of life. It shouldn’t be, but it is--we live in a world today where we do not know anything else. It is a wildly subjective and inefficient system, but it is something that we cannot [...]

Eliminating Debt: 4 Action Steps

After meeting with over 200 families, it’s been my experience that one of the primary concerns most private practice owners articulate as being THE barrier to their financial freedom is having too much debt. During the delivery of a financial [...]

Preserve Your Reserves

I do like simple things. There is no truer test of a genius then someone who can take something that is seemingly very complex and reduce it down to a simplicity. One of the reasons I admire private practice health [...]

Why Diversification is More Important than Ever

As I begin to write this article, I’m sitting on my couch at 6:21 a.m. watching Bloomberg TV on mute as the top news and market indicators dance across the screen. It’s the same old thing: political trouble, public company [...]

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