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In the wake of the Equifax breach that exposed over half of Americans' personal identifying information (PII), we wrote a post about proactive steps that you could take to do everything you can today to protect yourself tomorrow from having your identity fraudulently used.
For a lot of small businesses and practices, a SIMPLE IRA lives up to its acronym: it's simple to understand and administer for the employer while also giving both the owner and their team members a viable solution to save for retirement.
The Equifax data breach has been a very fluid situation over the course of this week, so we wanted to take a moment and post an update with information and prudent actions that I believe will position you in the best possible place to be proactive in your prevention of possible ID theft.
As the baby boomer generation continues to "become more seasoned" (translation: age), every profession is faced with a transitioning workforce from one generation to another. Optometry is not immune to this challenge, and it's something that, as retirement draws near, every private practice owner needs to address.
In talking with a client last week, I learned that they were dealing with significant "drama" inside of the office and it was quickly getting out of control. A new associate OD that was recently hired already had a "confrontational conversation" (i.e. heated argument) with another one of the more established OD's around an existing office policy.
We've all likely seen in the news over the weekend that hackers around the world have released a new strain of ransomeware that spreads itself across all workstations in a network. Dubbed "WannaCry," this new version of ransomware has already spread to 150+ countries, including computer systems here in the United States.
We all know that the only thing that's constant in life is change. We also know that the journey to financial independence and the wealth planning process is always evolving and that it's important to always be informed and up to speed on changes that affect our financial goals and intentions.
“There is nothing wrong with change, if it is in the right direction.” –Winston Churchill
As both a business owner and advisor, I am always looking for ways to run our firm more efficiently and effectively while always making decisions through the filter of two very important questions:
Who We Are
Integrated Planning & Wealth Management, LLC is located in Carmel, IN and is dedicated and focused on serving families in the optometry, pharmacy, and dentistry professions. Our clients have chosen to work with us because of our in-depth knowledge of their professions and business models, our genuine approach to planning, and our sincere intention of serving them well. The clarity clients receive by engaging in our planning process helps them move forward with confidence in their pursuit of personal and professional goals and intentions and enjoy the life they aspire to live.