The One Big Beautiful Bill Act, signed into law on July 4, 2025, makes many of the tax reforms from the Tax Cuts and Jobs...

A complete financial plan involves more than just investing your money; it also requires investing in yourself. Self-learning through continuing education is a crucial component...

The purpose of hiring a financial planner isn’t to keep your financial plan the same as it was. Instead, they are there to capitalize on...

Financial plans tend to focus on the future, like retirement plans and savings goals. It can be tempting to sacrifice the bigger gains of the...

Summary of the Business and Personal Tax Provisions On July 4, 2025, President Trump signed The One Big Beautiful Bill Act (OBBB). This new legislation...

According to a study from the Journal of Behavioral Finance, nearly 74% of investors overestimate their investment skills. Why do so many individuals feel so...

Part 2: Increasing Collections and Lowering Overhead to Maximize Profits Key Takeaways Benchmark your practice against peers to set clear goals and success metrics. Boost...

June 2025 Market Update Tariffs, tax legislation, and Fed policy are shaping market dynamics. Stay tuned until the end to hear how the Investment Committee...

There is no better way to celebrate the Fourth of July than tasting the culinary offerings of an American summer. From processed meats to sweet...

Cognitive biases are systematic errors in thinking and affect how we perceive information and make decisions. Since they can be unconscious mental shortcuts, identifying and...

An associate doctor is the highest salaried employee in a practice outside of the owning doctor, so bringing an associate on can be a daunting...