Articles
An IRS Agent Walks Into a Bar…
We all know jokes about the IRS and getting taxed seemingly to death. But I doubt any of us laugh when we pay those tax
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
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
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
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
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
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
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
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
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