All financial planning Articles
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2.8KFinancesThe Financial Investment You May Be Overlooking that Can Help Secure Your Retirement
Are annuities worth it for retirement? By Vittorio Mena, OD, MS July 31, 2024 As we grow older and get closer to...
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1.7KInsights From Our EditorsFinancial Planning: Checklist to Determine if You’re Staying on Top of It
Determining if you have what you need to stay financially fit. By Vittorio Mena, OD, MS June 26, 2024 Why do people...
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2.3KInsights From Our EditorsShort-Term Accounts: What They Are & Why You Need One
High-earning place to save money, where you can access it whenever you need it. By Vittorio Mena, OD, MS May 22, 2024...
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1.5KStaff ManagementAn Easy Way to Rein In Your HR Challenges
An option you may not have considered to address HR challenges.
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1.7KFinancesHow the Corporate Entity You Choose for Your Practice Impacts What You Pay in Taxes
The ramifications of the corporate entity you choose.
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2.7KFinancesThe Practice Retirement Plan Add-On with Significant Potential Tax Advantages
Complementary retirement plan with potential tax savings.
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3.2KPractice TransitionsWhat I Learned About Planning Effectively for the Transition to Post-Practice Retirement
How to ensure you get the retirement you envision.
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2.5KFinancesDo You Have an “Intentional” Practice? How to Find Out & Why It’s Important.
Creating a practice that helps you fulfill your personal goals.
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3.7KFinancesPiloting Your Finances: How to Ensure a Profitable Landing for Your Practice
Long-term financial planning that ensures a profitable outcome.
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4.5KFinances4 Ways to Increase the Pre-Sale Value of Your Practice
Implementing a strategy to increase your practice's value.
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2.4KFinancesThe Potentially Huge Impact of Switching from a SIMPLE IRA to a 401(k)
Why a 401(k) is a better option than a SIMPLE IRA.
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5.1KFinancesStay Independent or Sell to PE? A Financial Analysis to Help You Decide.
Financial calculations to help you make a critical decision.
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3.7KThe Optometric MinuteIs Your Practice Proactive or Reactive?
You can plan to be ready or simply be ready.
