Blog

Your Questions Answered: Upbringing and Money

Money is more than just a tool for transactions—it’s a reflection of our values, fears, and beliefs, many of which are shaped in childhood. The way we were raised plays a powerful role in how we approach financial decisions as adults. If you grew up in a household...

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Advice For Life

Are Your Opportunity Costs Hurting Your ROL?

Are Your Opportunity Costs Hurting Your ROL?

If you turn right at an intersection to take the scenic route, then you don't turn left and head straight home. If you have dinner at your favorite pizza restaurant tonight, then you don't have dinner at your favorite sushi restaurant. If you stay home with your...

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SMI Transition Planning

The Advocate

The Advocate

We frequently advise the owners of small businesses as they begin to think about the day they will step away. For some, the primary objective is to cash out…

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The Mysteries of HIPAA

The Mysteries of HIPAA

For caregivers of people with schizophrenia, one of the most difficult barriers to assisting in our loved ones’ treatment can be the misinterpretation..

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