How To's in McKinney, TX

Book Recommendations for Business & Personal Growth

We are discussing books that are geared toward business growth and personal growth in this episode. These are books recommended by our team, owners...

New Retirement Contribution Limits for 2023

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based...

LLC vs. S Corp

In this episode we touch on the complex topic of the benefits of an S-Corp vs. an LLC business structure. The differences, misconceptions, and...

Macro & Micro Cash Flow Analysis

Cash flow is important because it predicts surpluses and shortages, and allows for properly planning for your business. There is a difference between macro...

Don’t Lose Out to Fraud

Falling victim to fraud as a business owner is a nightmare that we wish no one had to face, but unfortunately, it is a...

Top 10 Criminal IRS Cases

Today we have a bit of a different episode for you all, and one we hope you’ll enjoy! We are talking about an article...

Where is All of Your Money Going? Dental Practice Cash Flow...

Dentists make a lucrative living and many just assume that they are doing well, but it’s worth looking at your business as a whole...

Top 10 Tax Myths Most Retirees Believe

1. There’s nothing I can do about the amount of tax I oweThe tax code is full of CHOICES we can make to make...

Deciding When to Retire

Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you'll need to estimate not only...

Six Most Common Retirement Mistakes

Retirement should be a time of relaxation and living a worry-free lifestyle. But that is not the reality for many older Americans whose retirement...

Selling Your Home to Fund Retirement: Top Considerations

If you’re on the verge of retirement or working on your financial plan, you may feel as if you don’t have enough money saved....

The Best Ways for Retirees to Give to Charity

First, to be clear, it only makes sense to give money to a charity if you are passionate about their cause. As a kind...

A Retirement Income Roadmap for Women

More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling?...

Required Minimum Distribution (RMD) Rules: Key Things Every Retiree Should Know

Most people worry about not having enough money for retirement. But did you also know that there is such a thing as having too...

What is a Mulch Volcano?

Mulch volcanoes have become a new, fashionable practice throughout much of the U.S.. While this may seem like it would be beneficial to the...

5 Reasons Why You Might Retire Earlier than You Planned

For many of us, retirement can feel further away than it actually is. Whether you are starting a career in the middle of your...

The Importance of Wellness in Retirement

 You can do all the retirement planning you need in order to secure total financial freedom in retirement. But without the physical health to...

How Do I Estimate My Retirement Income Needs?

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to...

Analyzing Business Data and Managing by Percentages

Today we are talking about analyzing your business data and managing by percentages. Why do percentages offer a superior way of looking at data...

What is the Purpose of a Dental Operating System? Featuring Josey...

Josey Sewell, Co-Founder and Creator of the Dental Operating System, joins us for this episode focused on operating systems for dental practices. Now she...

What Healthcare Costs Should I Plan for in Retirement?

For most retirees, the largest expense in retirement will either be taxes or healthcare. In a 2021 survey, 32% of all workers reported they...
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