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Minimizing Taxes

Minimizing Taxes Throughout history taxes have been necessary to pay for public services and needs. As the civilization grows, so does government, and this requires more revenue to pay for the expenses of the Treasury. Legislation [...]

The #1 Way to Get Ahead

The #1 Way to Get Ahead Throughout your lifetime, you will produce a certain amount of income and you will adopt a lifestyle that can be supported by that level of income. Whatever that is, the [...]

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 [...]

Lessons from the Grocery Store

Lessons from the Grocery Store A  while back, I was at the grocery store doing my weekly shopping and got behind a young mother with two kids in the checkout line. As I patiently waited for [...]

The 5 Simple Rules of Investing

The subject of investing has become more popular as more and more workers gain access to investment markets. This is a result of the expansion of the middle class in industrialized nations who have enough income to pay for their [...]

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 [...]

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