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...

Five Tax Savings Environments – Ep. 254
CWA
October 7, 2025
Tax diversification allows for flexibility in reallocating your savings when unexpected expenses arise. But with the new tax law changes, should your tax savings strategies
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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...
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June 24, 2025
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...
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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...
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Between tracking collections, managing insurance and raising fees, it can be difficult to accurately gauge your practice’s metrics and identify areas for improvement. With the...
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A Northwestern Mutual study shows that 75% of people who work with an advisor feel financially prepared for retirement versus only 45% of people that...
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May 6, 2025
The newest edition of the Pediatric Practice Comparison Report is now available! The report compiles data from pediatric practices nationwide to propel your goals this...
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