I hope you all had a fun filled and safe holiday weekend. Let’s get back to my discussion of fully insured defined benefit plans, as I mentioned in previous article a 50 year old could contribute either $205,ooo(3% rate of return) or $161,000(5% rate of return) to their DB Plan and the benefit would be the same, [...]
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A Road Map for Physicians and Dentists-Part Three
My firm’s business planning philosophy is influenced by Michael Gerber, author of a series of books related to E-Myth, or Entrepreneur Myth. Gerber organizes a medical practice into three levels: Entrepreneur Level Manager Level Technician Level A doctor is a technician, extremely talented at diagnosing a patient’s problem. Without you, the practice cannot do [...]
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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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