We hope your holidays will be filled with family, friends, merry-making, and good cheer. One way to ensure a happy holiday season is to stay safe while spending time online. Here are a few tips that may help. 1. When using public Wi-Fi at a hotel, coffee shop, or airport,…
Does philanthropy have a role in a wealth management strategy? One of the biggest misconceptions about wealth management is that it is solely focused on the accumulation of more capital. However, for most people, wealth management is about making sure they have sufficient resources for their family and the causes…
It happens to every dentist. After an exam, you talk to the patient about their treatment options. The patient seems to understand. You ask them if they have any questions and the patient politely says that they don’t. Then the patient checks out and never comes back for the needed…
Understanding a core group of financial concepts can make the difference between retiring comfortably and never being able to retire. Most high schools and colleges don’t teach financial literacy, and as a result, many of us have to learn the hard way to manage our money. The good news is…
Could the retirement plan you offer your employees help improve employee engagement? Employee engagement is one of the hardest puzzles for most businesses to solve. But, increasing engagement is essential if you want to grow. Your level of employee engagement is directly tied to your office culture. If you want…
One of the first lessons we learn as human beings is that every choice has a consequence. One of those consequences is that each decision we make both opens and closes doors to other opportunities. When it comes to decisions around money, it can be hard to handle the idea…
One of the most challenging parts of running a successful dental practice is deciding where to focus your efforts. You are only one person, and you only have 24 hours in a day. Growing your dental practice may be high on your wish list, but your plate is full with…
The U.S. stock market, which is trading at all-time highs, tends to rise when there is no overhead resistance and economic indicators point to strength. The trajectory of markets has its foundation in the country’s democratic political system and its market-based, capitalist economic system. Using a simple theory, the stock…
Building wealth doesn’t have to mean sacrificing happiness and pleasure now for a better life in the distant future. You’ve read all of the financial advice that tells you to skip the lattes and the avocado toast if you want to have a decent retirement. But this advice misses the…
Are you getting the most out of your team? Did you know that you can use your company’s 401(k) retirement plan to help motivate your employees? While 401(k) plans are tightly regulated, employers still have significant amounts of flexibility in several critical areas, including plan eligibility and profit-sharing. With some…
