Accounting/Economics

Building a Healthy Financial Foundation

How many pieces do you have in place?


CARES Act Provider Relief Fund Reporting Requirements

If you are like many other local healthcare organizations, you have likely participated in one or more governmental assistance programs offered this past year, such as the Paycheck Protection Program (PPP), CARES Act Testing, government assistance (local, state or tribal) and the Provider Relief Fund (PRF). The focus of this article is to alert you to the PRF reporting requirements that you will be responsible for.


The Solo 401(k)

A retirement investment vehicle designed for the self-employed


Eight Mistakes That Can Upend Your Retirement: Avoid These Situations, if You Can

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.


Making Investment Decisions

Are your choices based on evidence or emotion?


Midlife Money Errors

If you are 40 to 60 years old, beware of these financial blunders and assumptions.


Strategic vs. Tactical Investing: How Do These Investment Approaches Differ?

Ever hear the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investment approach.


When You Retire Without Enough

Start your “second act” with inadequate assets, and your vision of the future may be revised.