Backing you and your family up in case of the unexpected.
Tips for conducting a mid-year financial review.
A way to give back to staff & improve your own finances.
There's still time to reduce your 2018 tax bill.
By Adam Cmejla, CFP® Jan. 23, 2019 The beginning of the year offers a fresh slate to do better. One area many...
By Adam Cmejla, CFP® Dec. 19, 2018 It’s the time of year when businesses often give to charity. Charitable giving is a...
A new opportunity for tax savings.
Financing scenarios & options for practice owners.
By Adam Cmejla, CFP® August 8, 2018 Whether you are looking to finance a start-up, or purchase a practice, there are important...
A surprising reward to giving your children jobs in your practice.
Places to save money you might have overlooked.
How to avoid "lifestyle creep" for a better retirement.
By Adam Cmejla, CFP®, CMFC® Jan. 17, 2018 The question of whether or not to compensate an OD in a practice as...