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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 [...]

If the analytics are boring, then you’ve got the wrong numbers

I was never much of numbers person, which may sound like a contradiction coming from a Financial Planner. I happen to have the viewpoint that the attainment of REAL financial freedom is achieved primarily by your consistent good habits, attitudes, [...]

9 Steps to Engineer Future Success

Every professional in private practice will transition out of ownership at some point during his lifetime, by force or by choice. Transition planning, however, does not only mean the transaction of selling a business – IT IS MUCH MORE THAN [...]

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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