One of the key areas we help our clients with is setting and achieving their retirement. Today I’d like to discuss this topic from a different perspective. Financial preparedness is key! If you’d like a second opinion on your retirement goal and retirement...
You may have seen/heard on the news that “the market went up/down….” What does “the market” mean in the US? Typically they are referring to either the Dow Jones Industrial Index (aka “the Dow Jones”) or the Standard & Poors 500 index (aka “S&P 500”). The key...
Now is THE time to take action on your year-end tax planning. Proactive tax strategies can help you potentially put more money in your pocket and minimize your tax liability. In the video above, Andres discusses these five essential tips to get you started: Get your...
One topic we’ve been discussing at client meetings is the increase in the US Debt. Is it a concern? Can it become one? The current answer is it is not a current concern, but it could become one. Here is Darrell Spence’s, economist at Capital Group, take. “One question...
Last week, I presented at Powering Dentistry’s Growth: The Definitive Dental HR Conference, hosted by Bent Ericksen & Associates. It was a fantastic time with an incredible group of dental consultants, HR specialists, dentists, and office managers. I was honored...
