All wealth management Articles
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1.7KFinancesThe 10x ROI of Investing in Yourself—and the Advisors Who Understand Optometry Best
How to choose and manage a financial advisor By Vittorio Mena, OD, MS June 25, 2025 In my last column, I stressed...
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1.6KFrom Our EditorsTime to Reflect on Tax Season: What the Numbers Reveal
Lessons from tax experiences By Vittorio Mena, OD, MS May 28, 2025 Over a month has passed since the tax deadline of...
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2.4KFrom 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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2.8KFinancesThe Practice Retirement Plan Add-On with Significant Potential Tax Advantages
Complementary retirement plan with potential tax savings.
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2.3KFinancesHow Best to Grow the Cash You Choose to Keep in Your Practice
Maximizing the cash you are keeping in your practice.
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3.3KExit StrategyWhat I Learned About Planning Effectively for the Transition to Post-Practice Retirement
How to ensure you get the retirement you envision.
