With so many options to consider, how do you ensure you get enough, but not too much? Shopping for business insurance can often feel like...

The Psychology of Money – Ep. 231
CWA
April 29, 2025
Investing and personal finances are typically taught numerically, driven by data and spreadsheets. A problem with this, though, is that financial decisions are also driven
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by
Hunter Satterfield
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March 6, 2020
CPA recommendations to make the most of those extra dollars The market has been in an upswing over the past 12 months. And with it,...
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February 28, 2020
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February 1, 2020
Determine exactly how much you need Nearly everyone understands the importance of expecting the unexpected. It is one of the reasons the process of financial...
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by
Brook Hoover, CPA
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January 31, 2020
Dentists dream big. When I have my first meeting with a client and we try to define their goals, it’s common for their sites to...
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January 11, 2020
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January 8, 2020
The financial pros and cons for dental practice owners Whether you lease or purchase your office space, it represents a major financial investment. In our...
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November 25, 2019
CPA tips to accumulate, grow and perpetuate your wealth during economic downturn This is the final article in a series about preparing for a potential...
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CWA
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November 11, 2019
A guide for getting started Saving for retirement, paying down debt, buying a home or building liquidity—when extra money is tight, where should your dollars...
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October 7, 2019
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September 6, 2019
CHRISTY RATCLIFF OFFERS INSIGHT ON WHETHER HIGH VALUATIONS ARE HERE TO STAY. Overall, the dental industry continues to grow and is projected to be a...
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