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 [...]
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5 Ideas that will Pump Up Profits!
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
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 [...]
Practice Periphery, The Little Things
The next few articles will cover why medical and dental practices should evaluate the little things about their practices. In the meantime, my wife and I are skiing in beautiful Park City, Utah. They received over a foot of snow and we had a wonderful powder day. If you are considering a ski trip, come [...]
Is Buy and Hold Dead, Just Revised!!!
Let’s evaluate combining asset allocation mandates across secular and cyclical bull and bear markets from January 1990 through September 2010. First let me offer definitions of these various mandates. Buy and Hold or Tactical approach means a mix of equities, fixed income, and cash designed to capture broad market returns with some portfolio manager allocation [...]
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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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