Blog

Retirement planning is a topic of much discussion right now—as it should be. Looking ahead and providing for the years to come should be part of everyone’s financial strategy regardless of the path they choose to do so. In part, this stems from the ever-changing regulations and options around retirement…

Social security is a complex issue, one that for obvious reasons grows more important as we approach retirement age. While all working people are aware social security exists and they pay into it in various ways, there are a great many of us who don’t fully understand how it works….

As the world moves through the uncertainties, challenges, and ultimately the opportunities of the coronavirus pandemic, small businesses everywhere are having to adapt to evolving circumstances. One of the largest pieces of uncertainty is the possibility of a second wave of coronavirus sweeping through. Such a resurgence in infections could…

On June 3, 2020, the Senate passed with bipartisan approval H.R. 7010 Paycheck Protection Program Flexibility Act of 2020. The bill revises provisions associated with the forgiveness of small business loans. The bill establishes a new minimum maturity of five years for the remaining balance of the loan after forgiveness…

A patient that was recently treated in your practice has reported they or a member of their household has a confirmed case of COVID-19. Follow these steps to help manage the health of any team members who may have been exposed to that patient. Finding out that a recent patient…

Air quality is a critical factor in both quality of life and in medical hygiene and sterilization. This is doubly true now as the global community moves through the COVID-19/coronavirus pandemic, in which air quality control and sanitation play a vital role in stopping the spread of the disease and…

Our current circumstances are forcing us to re-think many assumptions, some long-held. This applies to the financial world as well, and in particular the realm of estate planning. At the risk of sounding morbid, we all need to consider the plans and provisions for our estate and our loved ones…

Most industries and many kinds of businesses are facing challenges unforeseen months ago, and further changing business practices is likely going to be necessary as the situation evolves. Predicting the future is ultimately an exercise in futility, but having said that, it’s likewise necessary to understand and anticipate trends and…

We live in unprecedented times, as the social, political, and financial fallout from the COVID-19 coronavirus pandemic continues to evolve. The 2nd, 3rd, etc tier effects of both the virus and our various responses to it will ripple through our lives for some time to come. However, within every challenge…

In early March, consensus expectations for 2020 global GDP growth were +3%. Now they are -3%. That is a 6% swing in one month – unprecedented. You have to go back more than 40 years to find a similar decline in GDP. Even then, it took 12 months. Generally, such…

At the time of this writing, infection and cross-contamination are an ongoing and vital discussion in health care circles. The bulk of the discussion is focused on the ongoing battle against the COVID-19 Coronavirus. However, there are other ongoing concerns for oral health care providers across America. With many dental…

Annuities are a series of financial tools receiving a great deal of attention recently. Despite the publicity, there are still a number of misunderstandings about annuities. Like, what they are and how they work. We’d like to address some of those questions. And, more importantly, give you a link to…