Financial Planning

As a business owner, you work hard so you and your family can have the best things in life. The success of your business directly affects your personal spending. It also means that there’s a lot [...]

The answer is both business and personal In a recent episode of The Dentalpreneur Podcast, host Dr. Mark Costes took the opportunity to bounce a slew of money related questions off of episode [...]

A Tax Law Case Study When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United States since the late ‘80s. Throughout [...]

Take the 50/30/20 Rule and evaluate your progress on the path to financial freedom. One of the tools our financial planners use in consult with their clients is a simple concept called Know Your [...]

Reallocate money using strategic tax environments to get more bang for your buck. A strategic tax plan is one of the most important steps to accumulating wealth, and it is something our financial [...]

August means back to school, and for many parents means waving their adult children off to college. Preparing to send your adult children off to college means more than buying dorm furnishings [...]

College is a major financial investment. How much exactly?   The College Board released college cost data for the 2017-2018 school year in its annual Trends in College Pricing report. Here [...]

The reasoning behind the desire to retire is unique. Some will want to retire because they no longer enjoy the day-to-day work that they do.  Others will look forward to retirement because they [...]

The Federal Trade Commission intensifies its crackdown on identity theft with the announcement of IdentityTheft.gov. Learn how tools released this week are making reporting and recovery from [...]

Make College Costs a Family Affair, Plus the New REPAYE Plan for Student Loans is Expanded; Find Out If You’re Eligible. As financial advisors, keeping a close watch on how college costs are [...]