by lportee53 | Feb 7, 2025 | Blog
Strategic Retirement Planning For small doctor’s offices Small doctor’s offices face unique challenges in establishing and maintaining competitive retirement plans for their employees and business owners. These medical practices often operate with lean teams,...
by lportee53 | Jan 10, 2025 | Blog
Side Hustles to Savings: A Self-Employed Financial Playbook Being self-employed is both empowering and challenging. While you have the freedom to set your own schedule, choose your clients, and shape your career, you also shoulder responsibilities that traditional...
by Alicia Allen | Dec 31, 2024 | Blog
Dear Clients, Partners, and Connections, As the year comes to a close, I want to take a moment to express my heartfelt gratitude to each of you. Whether we’ve worked together closely, collaborated on new projects, or simply connected through shared professional...
by lportee53 | Dec 19, 2024 | Blog
Cashing Out Early: Creative Income Sources for Retirement (Without Taxing Your Sanity) Early retirement is a dream for many, but achieving it requires careful planning, diversified income streams, and an understanding of tax implications. This article explores various...
by lportee53 | Dec 6, 2024 | Blog
Public Service Loan Forgiveness (PSLF): A Strategic Guide for Young Physicians For many young doctors entering the workforce, managing the financial burden of medical school debt can feel overwhelming. With educational costs often exceeding six figures, it’s no...
by lportee53 | Nov 18, 2024 | Blog
How the Corporate Transparency Act Impacts Small Businesses: Compliance, Costs, and Privacy Concerns The Corporate Transparency Act (CTA) was introduced as part of the National Defense Authorization Act for Fiscal Year 2021 in the United States. It is a landmark law...
