Schedule a review with your financial representative in the final quarter to review
your 2025 goals.
Personal Finance Articles
How to Calculate Net Worth
This critical measurement provides a complete picture of where you stand financially and allows you to track wealth over time.
Holistic Financial Planning
Set aside time to get plans and processes in place to help your money grow.
Goals for Retiring Well
Are you following financial behaviors that will put you on the path to financial independence?
Ready to Retire?
Get the best ROI: Balance retirement planning and investments in your practice.
Manage by the Numbers
Keep tabs on profitability and know the value of your practice.
Smart Financial Moves
Grow and protect your retirement fund with our expert’s personal finance tips developed just for veterinarians.
Smart Investing in 2022
How and why should you diversify investments beyond your practice? True diversification means holding assets with different locations, allocation and taxation. Find out more about smart investing and other financial planning tips to start the new year.
Exit Gracefully—with the Best ROI
When you are thinking about selling your practice you have to carefully consider capital expenditures—just like when you are selling a home. Balance setting aside money for retirement with keeping your practice up to date.
Good Debt
Husband-wife DVMs Mike and Brooke Certa found a way to buy and build up their own practice, despite a heavy burden of student debt. They’ve even opened a second location.