Roxanne Arnal, Optometrist and financial adviser, provides a primer on the different types of insurance, the risks, benefits and potential tax implications. She also discusses the implications and benefits of business-owned policies.
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Dr. Roxanne Arnal refers to practice partnerships as a “business marriage”. She lays out the pros and cons and the steps necessary to make the marriage successful. She discusses the need for the “honest conversation” between the partners. Roxanne shares her own business marriage experience and reveals what she would have done differently. Great advice.
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With every new year we make resolutions – commitments to ourselves – that may not even last into February! Financially speaking here are five highly recommended must-do tasks to accomplish early in the year so that you can truly reap the rewards of your hard work with all the good things you deserve.
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It’s that time of year when many set their objectives for the following year. Roxanne Arnal, Certified Financial Planner and Optometrist provides an excellent real world framework for goal setting. She recommends that you parse your goals into three distinct categories: Checklist goals, Forecast goals, and Dream goals. And that you anchor the latter by connecting with your WHY.
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The best financial plan requires several pieces to make the whole picture make sense. The best plan is one that is built around a solid investment policy statement that addresses your time horizon, risk tolerance and objectives. It incorporates various account types and looks at your entire situation: family, business, and you!
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Business tips you need to know. Industry news that affects your practice.