Click here to learn more about our Physician-Centric Advisory Services.

Charitable Giving: What to Do Before You Donate

Presented by Botto Financial    Making a charitable gift can be a fulfilling experience, but before you donate, it’s wise to do a little research. Taking the time to learn about a charity can help you determine whether the nonprofit organization is legitimate and...
VIDEO: Mark’s Fun Conversations

VIDEO: Mark’s Fun Conversations

  The best part of our business is the relationships that we have built with our clients. As a multi-generational firm, many of these relationships extend from one generation of clients to the next.  Since the relationships span generations, so do the laughs....
VIDEO: Mark’s Fun Conversations

VIDEO: Importance of an Emergency Fund for Business Owners

  Establishing your emergency fund should be the first step when planning out your financial strategy. Before you open a retirement account, take a step back. How much do you have saved in case something unexpected (like a global pandemic) happens? After you’ve...
VIDEO: Happy Holidays from Botto Financial

VIDEO: Happy Holidays from Botto Financial

    Take this Holiday season to think about the people who have impacted you. How do you plan on passing on the legacy they have left with you? Now that’s Life Beyond the Balance Sheet. Happy Thanksgiving from Botto Financial!   ← Previous Next...
Why Budgeting Is About Saying “Yes” Not “No”

Why Budgeting Is About Saying “Yes” Not “No”

Presented by Wes Boatto When I first bring up budgeting with new clients, I often get a kind of deer-in-the-headlights look. It’s not uncommon for people to hear the word “budget” and want to run for the hills. This is especially true for those who have the fortunate...