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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 [...]

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 [...]

The Rules of Debt and Credit

As a financial advisor, I continually get asked by my clients how they should handle debt and if they should borrow money for certain things such as buying a home, open lines of credit for a business or pay off [...]

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 [...]

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 [...]

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 [...]

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 [...]

Live Your Art™ and Promote Your Brand

All professionals who have dedicated their lives to pursuing excellence in their chosen field have recognized that EVERY profession, from hardcore scientist to abstract artist, has both science AND art in that practitioner’s experience. Each profession is always a combination [...]

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