Five Tips to Help Couples Talk About Money
Arguments about money often foretell divorce and are more intense than couples’ fights over other subjects. Review these five tips to get on the same page and talk honestly—and regularly—about finances with your partner. Five Tips to Help Couples Talk About...Inflation is Not a Hidden Tax
Inflation is Not a Hidden Tax Its a Very Real TaxWe’ve all heard the saying that inflation is a hidden tax. But depending on which state you live in, it should simply be called a tax – because that’s what it is. If you live in a state that fails to adjust its tax...Shape Up Your Financial Plan
Need to get your small business’s finances in shape? Learn how we help health and wellness professionals maintain the wellbeing of their practices.Investing in Yourself
Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.
What It Means to be a Fiduciary
As a fiduciary, you have your clients’ best interests at heart. Help them understand the value you provide and what it means to have a fiduciary acting on their behalf.