Discover smarter ways to give this holiday season. Learn from Dr. Roxanne Arnal, CFP, how charitable foundations and ...
Finance|Wealth
Who’s on Your Giving List?
The Financial Seasons of an Optometric Practice: Start-Up, Growth, Maturity & Succession
Discover the four financial seasons of an optometric practice—start-up, growth, maturity, and succession. Dr. Roxanne ...
I HAVE AN STD! But Not That Kind.
By Timothy Brown | ROI Corp: Why do you need Short Term Disability? Canceling a week of work due to an unfortunate ...
Financial Planning for Your First Home
By Roxanne Arnal CFP®: Planning to buy your first home in Canada? Key strategies on budgeting, saving, and using ...
Insurance Meets Investing: A Smart Strategy for Financial Growth
Discover how permanent life insurance can grow wealth, reduce taxes, and support optometrists' personal and practice ...
Market Got you Down? 4 Strategies for Managing Stock Market Volatility
Learn 4 smart strategies to manage stock market volatility, from diversification to long-term planning. Advice for ...
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