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4 Easy Ways to Improve your Online Presence

4 Easy Ways to Improve your Online Presence

There’s no need to be overwhelmed. Even if you’re a small operation without a fully staffed marketing team, you can still improve your online presence with a few tricks.

ONE LITTLE-KNOWN TAX STRATEGY TO LEARN BEFORE THE END OF THE YEAR

ONE LITTLE-KNOWN TAX STRATEGY TO LEARN BEFORE THE END OF THE YEAR

Help yourself out this year by knowing the recent change to the tax code as we approach the end of the year. The deduction will be very beneficial if you pay attention to itemized deductions and make sure taxable income hits below the necessary threshold.

How To Travel The World Without Spending Money

How To Travel The World Without Spending Money

Many of us have a list of places we would love to visit. We are blessed to live in a world with beauty worth seeing and intriguing history to learn, but all too often clients worry the expense of these trips will break the budget. Find out how to travel the world without spending money.

A Physician in Finance: Meet Dr. Blake McGowan

A Physician in Finance: Meet Dr. Blake McGowan

DR. BLAKE MCGOWAN IS ONE OF OUR FIRM'S BIGGEST STRENGTHS. WITH A VETERAN PHYSICIAN ON STAFF, WE NOT ONLY PROVIDE AN ADDITIONAL ADVISOR TO HELP MANAGE CLIENT ACCOUNTS, BUT ALSO EXPERIENCED INSIGHT INTO WHAT IT'S LIKE FOR PHYSICIANS TO MANAGE THEIR INCOME. HE UNDERSTANDS THE STRESSES DOCTORS FACE, AND THROUGH THAT LENS HE CAN BETTER SERVE HIS CLIENTS.