Physicians sell their practices for a variety of reasons — dissatisfaction with the demands of running a business, the desire for a less strenuous work schedule, frustration with insurers, retirement. If you are thinking about selling your practice, there are several steps you should take now that will help you maximize the purchase price and [...]
Real Estate Short Sale-Options, Qualifications, and Benefits
I have had questions concerning real estate short sales. To offer an explanation of a short sale I thought I would go to an expert. Andrew Bers is my guest blogger today. He is a broker/associate with Re/Max Alliance Group in Sarasota, Florida and you can reach him by calling 941-383-3741. 1. What is a [...]
Financial DNA Revisited! Why Discover your Financial DNA
Research and experience shows that the best means of creating lasting wealth is to understand yourself, and then tailor a financial strategy suited to your complete financial personality -your “Financial DNA. This includes not only your risk tolerance but also all of your predictable, natural DNA behaviors and preferences which instinctively take-over when you are [...]
IRS Releases Pension Contribution Limitations
IRS Announces Pension Plan Limitations for 2012 The IRS has issued news release IR-2011-103, which announces cost-of-living adjustments to pension plan limitations and other items for 2012. On October 20, 2011, the IRS issued news release IR-2011-103 announcing cost-of-living adjustments to dollar limitations for pension plans. Items addressed for 2012 include: Elective deferrals The annual [...]
Who We Are, What We Do, and How We Do It!!!
We are really excited about the new videos that explain what our practice is all about. At Suncoast Advisory Group, nothing inspires us more than helping clients turn someday dreams into reality today. We bring extensive business and financial experience to the table to align your strategy with your aspirations. With specialized experience with medical [...]
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About Rick Helbing, CFP®, ChFC
Rick Helbing is a Certified Financial Planner™ who provides strategic financial planning to Medical Professionals, Dental Professionals, and Family Business Owners. He has been innovating on behalf of his clients for over 25 years. Named one of the top 150 advisors in the country for physicians by Medical Economics magazine.
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