October 21, 2018
How to Build a Compatible Staff using the DISC Assessment

DISC Assessment – Essential for Building a Compatible Staff

If you own a business, then you know how hard it can be to bring on the perfect candidate for every job. So exactly how do you position your company’s team for maximum productivity and inner-office compatibility? One theory is to hire based on not just an applicant’s skills but also their behavioral profiles. A DISC Assessment is simply a tool that can help you learn these profiles and build a compatible staff with complementing strengths.
August 9, 2018
picking between different retirement plans for employees

Which Retirement Plan Should You Offer Employees?

As a small business owner, I understand the desire and importance of taking care of your employees. The task of providing for your family and your employees’ families can be daunting. You can do both! However, providing retirement plans for employees requires us to be very cost-conscience. This attention to cost needs to be a driving force when looking at the different plans, but not the only consideration.
August 8, 2018
Ideas for small business donations to charity

5 Ideas for Making Donations to Charity by Small Businesses

Small business owners can be some of the most philanthropic people on the planet. No one makes more charitable donations than business owners. The IRS estimates business owners give to five or more charities, which translates to them being about 10 times more generous than that of the general population. In fact, 83% of high net worth business owners actually plan to increase their giving in the next three years as well.
July 12, 2018
bank won't lend you money for a dental practice

Thinking of Buying a Dental Practice? Why the Bank Won’t Loan You The Money

Many entrepreneurs need funding to start a business or grow their business and these folks often turn to banks for financing. Many times, however, the bank will reject your application. Yes, completing a loan application for your company is just one step in the process of acquiring money for a dental practice. However, actually securing the financing may take more work than you realize.
July 2, 2018
goodbread CVGA certification

CFP® Justin Goodbread Earns Certified Value Growth Advisor Certification

At Financially Simple, we strive to ensure you walk a financially simple path and one of the ways we do that is through earning certifications. We are proud to announce that another badge of honor has been bestowed upon Justin Goodbread. He has now added the title of Certified Value Growth Advisor™ (CVGA™) to his list of CERTIFIED FINANCIAL PLANNER™ and a Certified Exit Planning Advisor™, as well.
June 28, 2018
use a financial advisor not google

Google is not a Financial Advisor… Work with a Professional!

Have you ever thought about installing an inground swimming pool in your backyard? Or have you ever considered restoring a turn-of-the-century home? Chances are if you were thinking about doing one of these projects, you’d call a professional to help you complete the task. Why then do we think we can make major financial decisions that could have severe implications without ever talking to a financial advisor? Yet, all too often I see these mistakes happen, and many times people ask for help after the fact, and sometimes the damage is done. That’s why a recent phone call led me to think about this very subject.