Rules and Recommendations for ClientsIt is that time of year again: time for us to schedule your Year-End Portfolio Review. To help you prepare for our meeting, I wanted to pass along some tips by making an analogy to what most people already know well: the annual...

Many companies earmarked 2018 year-end bonuses this past fall – well before the markets reversed course. As such, you may find yourself fortunate: You got a year-end bonus for 2018. Shelve for a moment your visions of exotic trips and instead evaluate how to make the...

Recruiting and retaining employees who are both qualified and motivated is an ongoing challenge for most businesses. One way to build staff loyalty and increase productivity is to put policies in place to help your employees balance their commitments at work and at...

Many business partnerships start out informally, as industry associates, friends, or family members band together to start a new business. Partners bring different strengths and skills to the table. One partner may understand certain aspects of the business especially...

When considering the “Big Three” financial components of financial security: asset protection, tax savings, and estate planning, business owners need to successfully plan ahead. Regarding your business interests and potential tax exposure, it is important to develop...

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...

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 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...

Need to get your small business's finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.

Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.