In our first blog in this two-part series on how to sell your business as a small business owner, we discussed general preparations
The Hidden Costs of Waiting to Refinance Your Mortgage
The Federal Reserve’s recent quarter-point rate cut brought mixed news for homeowners: while borrowing costs have dipped, additional rate
How to Sell Your Business: Part I – Choosing Your Exit Strategy and Preparing for Sale
As a business owner, you’ve poured countless hours, effort, and passion into starting and growing your business
Financial Planning for Divorce 101: What to Do Before, During, and After Divorce
Going through a divorce can be one of life’s most challenging transitions. The financial complexities involved in the process don’t make it any easier.
Top 5 Strategies to Reduce Taxes as a Business Owner
As a business owner, you’ve probably put in a lot of effort to start, grow, or sustain your business. So it’s no wonder you want to maximize your bottom line and use whatever strategies might be available to reduce your taxes.
Maximizing Your Charitable Giving: Charitable Contribution Limits and Strategies for 2024
This article explores charitable contribution limits for 2024 along with a range of other charitable giving strategies
7 Essential Elements to Include in a Physician Financial Plan
In this guide, we’ll highlight the seven essential components you should consider for your financial blueprint
Smart Strategies for Financing and Refinancing Your Home
A house purchase is often one of the largest financial investments people make in their lifetime
Cash Balance Plans as a Retirement Planning Tool for Physicians and Small Business Owners
As a small business owner or a physician running your own practice, you probably spend most of your time focused on advancing your career. Retirement can sometimes feel too far out to plan for;
