Early retirement may be planned or unplanned, but either way, stopping work results in big lifestyle changes. Along with losing a primary source of income, early retirement could also mean losing...

Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect.

Even if your family has a high enough income that you think won't qualify for aid, it can be beneficial for a family to include the FAFSA in college funding plans. Business owners also could...

Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.

High-earning practice and business owners often face hidden tax traps—what we call “tax torpedoes.” These “torpedoes” often strike whenever income crosses certain thresholds, which can suddenly...

The signature Republican mega legislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political...

Let’s walk through the fundamentals of a financial plan for a new dentist

Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.

I would like to touch on the recent market fluctuations and explore strategies for maintaining a composed and thoughtful reaction.

Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...