March 26, 2020
Key Points of The Senate CARES bill

The Senate CARES Bill and Small Business – The Key Points

The COVID-19 pandemic has taken a massive toll on the economy and the way that we conduct business. As many are reeling from the shock of the disease’s immediate impact on small businesses — both owners and their employees — the U.S. Government has put together legislation to attempt to alleviate some of the economic strain. As is the case with most legislation, there is a lot to unpack in the Senate CARES act. I’ve taken the time to comb through some of the language and provisions included in the bill and have identified some of the key points that may impact you, the business owner. Join me as I explain the bill in Financially Simple terms.
March 25, 2020
Marketing In Uncertain Times

Marketing Your Dental Practice In Turbulent Times

Even in normal circumstances, today’s subject is one that many entrepreneurial doctors struggle with. The truth is that many business owners — not just doctors and dentists — aren’t fans of marketing. It’s difficult to really know how much time or money to commit to it and oftentimes, it’s even more difficult to measure the results. Since that’s the case when everything is moving along like normal, surely you should abandon your marketing initiatives altogether in the midst of the COVID-19 pandemic… Right? Not so fast! I’d like to spend a little time talking about how and why you should be marketing your practice in turbulent times.
March 24, 2020
Regaining Control of your Dental Practice Using Strategic Planning

Dental Practice Closure? Don’t Waste the Time… Do a SWOT Analysis

We are facing unprecedented challenges in the midst of the COVID-19 pandemic. Many states are imposing lockdowns in which all non-essential businesses are closing their doors including your dental practice. You have been ordered to cease operations until further notice. So what good could possibly come of all of this doom and gloom and government-mandated downtime? How about the wholesale improvement of your practice? A perpetual optimist, I try to seek out the silver lining in all situations. That’s why I believe that this is the perfect opportunity to really improve your dental practice by conducting a SWOT analysis. Follow along with me as I explain how to make the most of an otherwise frustrating experience in the life of your practice.
January 3, 2020
REITs Real Estate investment trusts without the Hassle

REITs: Take the Hassle Out of Real Estate Investing

Ever thought to yourself, I’d love to invest in real estate, but I don’t want the headaches that come with slow-paying tenants and busted pipes? Well, thanks to Real Estate Investment Trusts, or REITs, you can capitalize on real estate without ever having to chase down a late payment or fix a leaky faucet. In this post, I’ll discuss the reasons you might consider investing in REITs and talk about the types of REITs you can invest in.
December 23, 2019
Real Estate Investing indepth

Real Estate Investing – An In-depth Guide

Lately, we’ve been taking an expansive look at the world of investing – basic investment strategies, retirement accounts, risk tolerance, etc. In today’s article, we’re going to explore all sides of real estate investing, including when, where, and why to invest. So get comfy, grab a slice of pizza, and join me on this deep dive into real estate as an investment.
December 10, 2019
which are best active or passive mutual funds

Should I Invest in Active or Passive Mutual Funds or ETFs

I get asked about today’s topic on a pretty regular basis so I thought now would be a great time to discuss active and passive mutual funds and ETFs. I am including exchange-traded funds because, in recent years, some ETFs have become active. In today’s blog, I am going to explain the difference between active and passive funds as well as some of the pros and cons of investing in these types of funds. Whichever one is right for you, let’s make the choice a financially simple one!