November 14, 2018

Personal and Business Debts That Affect Small Business Owners

For most business owners, their first priority is typically their business, which you can most likely relate to. However, if you truly want to run your business at full capacity you MUST get your personal and professional debt under control! To accomplish that feat efficiently, you need to understand how personal and business debts affect you and your business.
October 21, 2018

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 complementary strengths.
August 9, 2018

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

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

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

CFP®Justin Goodbread Earns Certified Value Growth Advisor Certification

At WealthSource, 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 to his list of professional credentials.
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