Insights
Everything we've published on Business Planning.
Market volatility refers to short-term fluctuations in market values and doesn’t mean your investment plan is failing. However, negative headlines often…
3 min read · September 3, 2026
A Health Savings Account or HSA is a great tool for your financial plan. I have written about the HSA a handful of times but today I wanted to discuss a…
3 min read · March 16, 2026
S&P 500: -0.7% S&P 500 Equal-Weight: +3.5% Dow Jones: +0.3% Nasdaq: -3.4% MSCI EAFE: +4.6% MSCI Emerging Markets: +5.5% Bonds (US Aggregate): +1.6%…
3 min read · March 16, 2026
For several weeks we have been studying the book of Matthew at church. Sunday’s sermon was based on Matthew 23: 1-12. To condense a 45-minute sermon…
2 min read · February 19, 2026
From an office manager’s seat, I’ve learned that some of the most valuable meetings we schedule are the ones that initially don’t seem necessary. I’ve…
2 min read · February 18, 2026
Tax season is upon us, and you (or your CPA) are probably trying to locate your tax documents. OmniStar is always happy to help you access your tax…
1 min read · February 18, 2026
How time flies! It is hard to believe we are only a few weeks away from 2026. As we approach the end of the calendar year, now is an excellent time to…
3 min read · November 17, 2025
Dentists face unique financial challenges, from student loans to practice ownership. Learn how specialized wealth management connects practice success…
4 min read · October 31, 2025
Over the last several months, I have become exponentially more involved in our We’re Talking Money YouTube channel. Phil and I have spent hours in the…
3 min read · October 20, 2025
As a family business expands, the stakes rise with it: more employees, more complexity, and more decisions to make. In the daily rush of operations…
4 min read · July 21, 2025
Financial planning isn’t something you set up once and forget about; it’s an ongoing process that must adapt as life unfolds. Significant life events…
4 min read · July 18, 2025
Effectively managing wealth involves more than merely growing assets. It requires strategic foresight to protect your future, minimize risks, and…
4 min read · July 16, 2025
The Financial Crimes Enforcement Network (FinCEN) is still operational, and you are permitted to enroll as a business owner. However, another pause in…
4 min read · January 10, 2025
On December 3, the U.S. District Court for the Eastern District of Texas issued a nationwide preliminary injunction, effectively halting the Corporate…
2 min read · December 6, 2024
Many of our clients are current or former business owners so this may be a review for some of our readers. Still, I thought it would be helpful to…
3 min read · June 14, 2024
2020 is drawing to a close, and while that likely evokes a wide range of emotions in most people there are some basic logistical realities we all have to…
3 min read · November 24, 2020
There’s a lot on all of our minds as this year draws to a close, but in the last months of 2020 we shouldn’t lose sight of our dental benefits and how we…
3 min read · November 14, 2020
Much has been made of the impact Millennials –now predominantly in their 30s–have had and are having on businesses and business marketing. Across a wide…
3 min read · October 22, 2020
Dental insurance is one of those things we all know we should have, but that many of us neglect. You may feel that you’re overall healthy and that you…
2 min read · October 16, 2020
As the title suggests, this is a second in a two-part series, so we recommend reading or reviewing part one before continuing here. In Part 1 , we…
4 min read · October 7, 2020
Business planning is at least in part about risk management and risk mitigation. As businesses of all sizes continue to navigate the unique challenges…
4 min read · September 16, 2020
Dentistry is a challenging business in so many ways, requiring a nearly unique balance of professional, personal, and business skills. On the business…
3 min read · August 27, 2020
You’ve worked hard to build your practice, and you’ve endured the ups and downs that come with starting and maintaining a business. Now with additional…
3 min read · July 15, 2020
The worlds of health and dental insurance are always changing—often to the consternation and frustration of health care providers. Keeping track of…
3 min read · July 13, 2020
