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Brett S. Miller, CPA, CFP® Jun 27, 2022 4:17:25 PM < 1 min read

Which Accounts Should Younger Retirees Tap First? Not IRAs!

Many retirees pull money from the wrong accounts and in the wrong sequence to generate ...
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Jason Cross, J.D., CFP®, CTFA Apr 26, 2022 2:58:29 PM 5 min read

Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves

After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year ...
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Brett Covert J.D., CFP® Mar 18, 2022 8:00:00 AM 5 min read

Working Post-Practice Sale? Important Practice Entity and Retirement Plan Considerations

During the professional lifespan of a dentist who owns their practice, there is a myriad ...
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Brett Covert J.D., CFP® Mar 17, 2022 12:00:00 PM 6 min read

After Selling Your Practice, Here are Your Top 3 Financial Priorities

When one of my clients retired, he initially underestimated the amount of money he would ...
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Andrew Kobylski Dec 8, 2021 12:00:00 PM 6 min read

Drilling it Down – 2022 Retirement Plan Limits

What was supposed to be the year of recovery ended up being the year of volatility. ...
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Jeffrey A. Harrell, CFA (retired) Nov 10, 2021 3:09:01 PM < 1 min read

Could the Stock Market Crash? While It May Not Happen Immediately Here’s How to Prepare

Don’t let emotional decisions drive your financial planning. Use these strategies instead ...
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Lisa Brown, CFP®, CIMA® Nov 3, 2021 3:35:00 PM < 1 min read

SOMEONE NEEDS TO KNOW WHERE YOUR MONEY IS

What would happen in the event of an emergency, and you haven’t told your loved ones how ...
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Josh Monroe, CFP®, CIMA® Sep 16, 2021 2:38:09 PM < 1 min read

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, too?

Josh Monroe, CFP®, CIMA®, Patricia Sklar, CPA, CFP®, CFA®
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Christopher "Bud" Boland, CFP® Mar 5, 2021 4:35:00 PM < 1 min read

Tips for Setting Your Pandemic Budget

Want to keep saving after the pandemic is over? Create new long-lasting money-saving ...
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Brett S. Miller, CPA, CFP® Sep 17, 2020 10:09:00 AM 6 min read

The Covid-19 Six-month Review - Six Important Items to Proactively Review (Part 2)

Part one
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