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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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.
Top Ten Reasons Why Medical Practices Fail to Maximize Revenue
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