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How to Protect Yourself and Your Partners:

The Value of a Properly Funded Buy‐Sell Agreement As an entrepreneur, you know that starting a business is...

The Basics of Binary Options Trading

The Basics of Binary Options Trading There are many ways to invest and generate an income. For newcomers it can be a daunting prospect, which is...

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,...

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 Tips

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...

Tips for Making Financial Decisions in an Overloaded World

Tips for Making Financial Decisions in an Overloaded World Provided by Eric Kala CFP®, CIMA®, AEP®, CLU®, ChFC®, CRPS® We all like to have choices. So,...

The Precision of Attention

The Precision of Attention By Eric Kala CFP®, AEP®, CLU®, ChFC®, CRPS® Eric Kala is a San Antonio based advisor that works extensively with physicians and...

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