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Points for Business Succession Planning
1. Start now—address the issue of business succession—don’t put it off! 2. Call in your business planning and estate planning team: attorney, accountant, tax professional, and insurance professional. Learn more --> Points for Business Succession Planning...
Five Tips to Help Couples Talk About Money
Arguments about money often foretell divorce and are more intense than couples' fights over other subjects. Review these five tips to get on the same page and talk honestly—and regularly—about finances with your partner. Five Tips to Help Couples Talk About Money
Inflation is Not a Hidden Tax
Inflation is Not a Hidden Tax Its a Very Real TaxWe’ve all heard the saying that inflation is a hidden tax. But depending on which state you live in, it should simply be called a tax – because that’s what it is. If you live in a state that fails to adjust its tax...
Shape Up Your Financial Plan
Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.
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