Financial Wellness

The investment program you and your employees participate in might not be the same one everyone turns to when it’s time to step away from the practice.

The decision to sell a veterinary practice is loaded with financial considerations, but don’t gloss over the need to clearly understand what you want to achieve. Are you tired? Frustrated? Burned out? At retirement age? Overloaded with management duties? Do you want to maximize the sale price or transfer the practice to an associate veterinarian […]

Five to seven years out is the time to begin prepping your practice for a transition and thinking about what you will do in the next chapter of your life.

The decision to sell a veterinary practice is loaded with financial considerations, but don’t gloss over the need to clearly understand what you want to achieve. Are you tired? Frustrated? Burned out? At retirement age? Overloaded with management duties? Do you want to maximize the sale price or transfer the practice to an associate veterinarian […]

Following 10 principles will help propel your financial portfolio to the next level.

Are you confused about what to do with your investments given all the turmoil in today’s world? If so, you’re normal. Most busy veterinary professionals lack the interest, inclination, knowledge and experience to manage their investments. Those so inclined would be wise to get a second opinion. A financial adviser should be a fiduciary, meaning […]

Are you stressing over an enormous student loan balance? Peace of mind is achievable if you follow three steps.

What’s the most important issue facing the veterinary profession? It’s student debt, according to the Merck Veterinary Wellbeing Study. In the study of more than 3,500 veterinarians, over 91% ranked student debt as a “critically” or “moderately important” issue facing the industry. High levels of student debt cause serious psychological distress such as depression, anxiety […]

If you don’t control your money, your money will control you and you will be unable to achieve peace and contentment.

Any given day we are bombarded with news that can terrify. Turmoil with North Korea and Iran, trade wars with China, Russia increasing its nuclear arsenal, to name a few recent headlines. One or all can impact our economy and world security. In addition, political battles between Democrats and Republicans continue to escalate and talk […]