This year has already introduced the potential for new trends in the broader market, with possible inflationary policies, continuing infrastructure spending and further development of...

What’s in store for 2025? The guys are back with their annual prediction episode and are going on record with what they think 2025 may...

Funding limits continue to reflect rising inflation Key Takeaways Every year, the IRS adjusts retirement plan contribution limits for inflation. Increases in contribution limits allow...

In 2024, the Mag 7 performed exceptionally, there were 100 basis points worth of Fed cuts and the housing market saw improvements in parts of...

Set your practice up for growth this year and beyond Key Takeaways In 2025, increase new patient acquisition through marketing. Lower down payments and offer...

Estate plans are a crucial part of a financial plan but are often overlooked or procrastinated. With ever-changing estate tax exemptions and guidelines, it’s important...

As we ring in the new year and start setting new goals, one area of resolutions that some people may overlook is their financials. Just...

There’s nothing Santa can’t make in his workshop, right? Holiday wish lists look a little different this year for Hunter and Judson, who map out...

Staggered delivery of tax-related documents and new payment schedules can make organizing your financials hard to keep up with. Instead, preparing to be proactive in...

In All Things, Gratitude As we reflect back on 2024, it’s important to remember that every step and every stumble made this year shaped who...

When it comes to student loans, are federal or private loans more advantageous? Should you use a Pay as You Earn (PAYE) or a Saving...