by Creative Planning | Dec 23, 2020 | Business Owners, Financial Planning
More PPP funding and program adjustments highlight the changes along with other important measures. Many of the headlines surrounding the stimulus bill, passed on Monday evening by Congress, highlight the stimulus checks that will go to millions of Americans. While...
by Creative Planning | Dec 17, 2020 | Financial Planning
Eight Tips to Help Improve Your Financial Outlook in 2021 and Beyond Are you planning on making New Year’s resolutions for 2021? Don’t forget about your finances. The new year is a great opportunity to reflect on your financial progress and make improvements going...
by ScaleWP Team | Dec 13, 2020 | Financial Planning, Investing
Tips for Building a Solid Investment Plan Building an investment portfolio can be an overwhelming task. There are so many investment options and ways to put your money to work in the market that it’s hard to know where to begin. However, a few simple rules can take...
by ScaleWP Team | Dec 11, 2020 | Financial Planning, Retirement
Questions You Should Be Prepared to Answer Before Speaking With Management If you are like many of the physicians we work with, you may be concerned about your transition to retirement. How will you step away from the work you love, the patients who have become like...
by ScaleWP Team | Dec 7, 2020 | Financial Planning
And Why Financial Planning Isn’t Just for the Wealthy According to Charles Schwab’s 2021 Modern Wealth Survey, 33 percent of Americans have a written financial plan.1 Among those without one, 42 percent say it’s because they don’t think they have enough money to merit...
