LATEST ARTICLES

7 Tips for Boosting the Curb Appeal of Your House

By John Dunnery Every homeowner understands the importance of curb appeal. When you're trying to sell your house for the highest price possible, strong curb...

5 Home Remodeling Projects with the Best Resale Returns

By Andrew Kay If you're a homeowner, chances are you're considering a home remodeling project. It seems one of the benefits of homeownership is the...

5 Ways to Reduce IT Costs

5 Ways to Reduce IT Costs By Patrick W. Dunne A report from CIO Magazine found that most successful small businesses have conservative IT budgets. Nevertheless,...

300 Seconds Making An Impact

What is 300 Seconds? San Antonio’s Up & Coming Non-profit Organization! Meet 300 Seconds founded by Demetric Byrd, a military veteran. 300 Seconds is a 501(c)(3)...

Time-Weighted Return

Time-Weighted Return Understanding Your Rate of Return Provided by Eric Kala CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS® There are a couple of ways to measure performance for...

How to Start Investing: A Beginner’s Guide

How to Start Investing: A Beginner’s Guide Provided by Eric Kala CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS® The term “investing” can strike fear into many people....

Physicians: Get Ready for the New Tax Year with These Hot...

Physicians: Get Ready for the New Tax Year with These Hot Tips Provided by Eric Kala CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS® The end of the...

Three-Phase Approach to Wealth Management for Physicians

Three-Phase Approach to Wealth Management for Physicians Provided by Eric Kala CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS® Recover, Build, and Enjoy: Our Unique Three-Phase Approach to...

Tax Savings: 401(k) Nice, Cash Balance Better

Tax Savings: 401(k) Nice, Cash Balance Better By Eric Kala, CFP®, CIMA®, AEP®, CLU®, ChFC® | Wealth Management Advisor, Avid Wealth Partners Associated with Northwestern...

Balancing Your Business and Retirement Goals

Balancing Your Business and Retirement Goals The Advantage of a Holistic Approach to Business Transition Provided by Eric Kala CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS® It’s a...