Cash Balance Plans: A Retirement Strategy for Medical Practices
How a cash balance plan can expand retirement funding for a medical practice, with a worked tax-deferral example and a clear role for investment management.
Insights archive
Insights
Browse articles in chronological order on personal planning, investing, retirement and business-owner decisions.
Hypothetical Case Study: How a Simple Business Pivot Almost Cost a Tech Founder $2.4M in Taxes
How a proposed equipment-leasing expansion could put a founder's QSBS exclusion at risk, and why business-sale proceeds deserve a personal investment plan.
The Top 5 Mistakes to Avoid When Selecting a Financial Planner
Choosing a financial planner? Compare fiduciary responsibility, credentials, total costs, investment process and personal fit, not recent returns alone.
Beginning the Business Succession Process: A Guide for Business Owners
Start business succession conversations with your goals, professional team and valuation needs, then connect the transition with your personal finances.
Maximizing Social Security Benefits
Compare Social Security claiming choices with your cash needs, health, spouse or survivor benefits, portfolio withdrawals and taxes.
Retirement Planning for Oil and Gas Professionals: Six Decisions to Review
Retirement decisions for energy professionals: review income needs, employer exposure, available benefits and career transitions with Todd Smurl, CFA.
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