- Financial Planning
- Financial Organization
- Financial Organization
- Policy Changes
Earn the average
We’ve heard them all before. The cliche investment phrases. They sound like this: “Stay the course” “Over the long term,…
“What if?” – A few thoughts after my trip to Canada
At the end of June, my dad and I (along with my brother-in-law and his cousin) set out on a…
A revised take on the new 199A QBI deduction for optometry practice owners
With the passage of the Tax Cuts and Jobs Act in late 2017, many optometrists and their team of advisors…
5 Topics Optometrists Should Consider When Planning for the Unexpected [A Tribute]
Every now and then, certain events happen that cause us to take pause, reflect, and see the big picture. For…
Why is spending cash so hard?
Spending cash is hard. Anyone that’s gone through our planning process knows that one of the first pillars of a…
Making a profit sharing contribution in your optometry practice
There comes a time and place where a successful optometry practice that is “cash flow rich” is in a position…
Why we’re sabotaging our financial plan (by traditional definition)
Ask any CFP® Professional what one of the most important principles of financial planning and working towards financial independence is…
TANSTAAFL
Huh? Yeah, I had to do the same thing the first time that I saw this phrase…and I’m an (I…
Planning for the 199A deduction in your practice
While the Tax Cuts and Jobs Act (TCJA) that was passed at the end of 2017 introduced a myriad of…
