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Bond Percentage Rule of Thumb

February 25, 2019

We are made wise not by the recollection of our past but by the responsibility for our future George Bernard...

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Analyzing inflation

February 4, 2019

Back in my day for cents I could spend the afternoon at the movie theater and get popcorn a candy...

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Breaking Financial Rules Of Thumb, Part II: Stock Market Returns

January 28, 2019

Don t lower your expectations to meet your performance Raise your level of performance to meet your expectations Expect the...

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Breaking The Top 8 Financial Rules Of Thumb, Part I

January 21, 2019

Rule of Thumb a principle with broad application that is not intended to be strictly accurate or reliable for every...

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Profit First & Parkinson’s Law

January 16, 2019

Engage Advisors is the proud home of Profit First for Dentists As we outlined in last week s blog The...

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Review, Reduce And Possibly Reconsider Your Insurance

May 2, 2022

Piggybacking off my last blog post about reviewing your budget one of the most commonly overlooked items in a budget...

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The Basics Of Profit First For Dentists

January 9, 2019

Transform Your Dental Practice Finances with the Profit First System Profit First is a cash-flow management system that dental practices...

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2019 Budgeting- Starting Fresh

December 29, 2018

Boost Your Finances in Budgeting and Investment Tips Many of us are starting our New Year s with resolutions for...

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529 Education Savings Plan

December 12, 2018

Understanding Plans Benefits Qualified Expenses and Common Pitfalls accounts are used for individuals to save for a beneficiary s education...

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Mutual Funds, Indexes and Exchange Traded Funds

October 26, 2018

Last week we discussed the definition of an investment stocks and bonds This week we discuss how those are turned...

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Investments, Stocks, and Bonds

October 21, 2018

What is an investment The simplest definition of an investment is giving up current consumption or compensation for the opportunity...

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Interesting Things About Compound Interest

October 13, 2018

Unlocking Compound Interest Building Wealth Over Time Albert Einstein famously stated Compound interest is the eighth wonder of the world...

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