RS 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 [...]
IRA Releases Pension Contribution Limitations
by Rick Helbing on 12:36 pm in Fringe Benefit Planning, Income Tax Alerts
Who We Are, What We Do, and How We Do It!!!
by Rick Helbing on 9:50 pm in Articles
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 [...]
Eight questions for your next Real Estate Agent
by Rick Helbing on 2:13 pm in Articles, Philosophy
Since 2008 it has been a buyers market. If you are thinking about selling your personal residence why wouldn’t you do some due diligence concerning the real estate agent that you hire. Too many times I have clients hire a friend of a friend that just happens to be a real estate agent. You know [...]
5 Ideas that will Pump Up Profits!
by Rick Helbing on 7:51 am in Business and Practice Strategies, Business Planning, Philosophy
Let’s touch on five ideas that will assist in increasing your bottom line via income and help with increasing efficiency in your medical and dental practice.(hey family business owners, these same principles can help your company) Here are the 5 ideas, I will discuss each one of these in future blog articles. Adopt a business [...]
Practice Periphery, The Little Things, Again
by Rick Helbing on 12:22 pm in Business and Practice Strategies
Last time I chatted about pretending you are your own patient. Walk into your waiting room and what do you see? This time, let’s go outside and pretend you just drove into the parking lot and you are approaching the front door. First of all is the parking convenient? Are the walk ways accessible? As [...]
Subscribe to free updates!
About Rick
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.
Have a Financial Question?
- Is Buy and Hold Dead, Market Exposure 10:00 am
- Is Buy and Hold Dead, Relative Return Strategy is Alive!!! 10:33 am
-
Top Ten Reasons Why Medical Practices Fail to Maximize Revenue
3:55 pm
- IRA Releases Pension Contribution Limitations 12:36 pm
- Who We Are, What We Do, and How We Do It!!! 9:50 pm
- Eight questions for your next Real Estate Agent 2:13 pm

Connect with Rick!