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...

Marry the Project, Date the Rate – Ep. 259
CWA
November 11, 2025
As rates are coming down, is it better to start your construction project now or wait for the next rate cut? Amidst fluctuating costs and
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July 15, 2025
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...
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July 9, 2025
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...
6 MIN READ
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July 8, 2025
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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July 7, 2025
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...
4 MIN READ
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July 1, 2025
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...
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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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June 17, 2025
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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June 10, 2025
The power of compounding interest is most impactful over time, when interest has the opportunity to maximize the return on your savings. However, being young...
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June 6, 2025
Part 1: Grow Production by Maximizing Patient Visits Key Takeaways The Profitability Formula outlines a strategy for increasing revenue. A steady stream of patients coming...
4 MIN READ
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June 3, 2025
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...
< 1 MIN READ
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