Financial planning has constantly evolved with technology. Now, the rise of artificial intelligence marks a more disruptive leap. It has already started to change how plans are built and reviewed.

As you plan for the year ahead, you may be thinking about how the IRS’ changes to income tax brackets and standard deductions—which include a 5.4% bump in bracket thresholds—could impact the 2024 ...

For many owners, the business is both their life’s work and their family’s most significant asset. Yet too often, succession planning is deferred until a health scare, an unsolicited offer, or a key ...

Cheerful diverse office people group talking and enjoying teamwork during staff meeting. Happy multiracial coworkers have fun working together at office brainstorming. Teamwork concept. That was the ...

David Boren is the vice president of Chisholm Trail Financial Group providing financial services in Central Texas, and has 40 years of experience as a certified financial planner.

Regardless of your hospital’s specific integration model, hospital-owned physician practices must adopt a more disciplined approach to strategic planning to ensure future success. Key considerations ...