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Every month, we share some pearls of financial wisdom about personal finance, management topics, and wealth building.

Veterinary Financial Summit Blog

Check out the latest educational articles and tips from the Veterinary Financial Summit team.

Asset protection and estate planning in 8 simple questions

Asset protection and estate planning in 8 simple questions

Asset protection and estate planning are often confused. They are radically different, yet complementary. And they both can have tax consequences – good or bad. 1. What is asset protection, and why is it so important? Asset protection involves strategies to protect...

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Elevate Your Earnings with Continuing Education

Elevate Your Earnings with Continuing Education

We’re heading into the final stretch of the year! With that being said, where are you at with getting your required continuing education credits? Have you been intentional and proactive with earning them throughout the year or will you put it off until the last...

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Build Financial Security With An Emergency Fund

Build Financial Security With An Emergency Fund

We all want to be financially secure. Life, however, is full of uncertainties. Cars break down and layoffs happen. You may suddenly be on the hook for a few thousand dollars or find yourself without an income. This is where the emergency fund comes in. It’s your...

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Are You Happy at Work?

Are You Happy at Work?

We offer an objective way to rate your happiness at work.Do you love your job? Or do you hate it? Or do you tolerate it? Are you hanging on to pay the bills, or are you excited and fulfilled? How do you know when it’s time to move on? Here are 4 questions to answer,...

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4 Tips to Evaluate Job Offers Like a Pro

4 Tips to Evaluate Job Offers Like a Pro

So, you’re hunting for a job and getting multiple offers. Should you go with the clinic offering a shiny $50k sign-on bonus? Or the one offering the highest base salary? When evaluating job offers, there are many factors to consider. Pay, benefits, location, and...

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The TPR of Budgeting

The TPR of Budgeting

If you are just starting with personal finance, one of the first steps to taking control is creating a budget or cash flow plan. But, how do you do this? It can be overwhelming at first if you’ve never taken a close look at your expenses. In this blog, we will go over...

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3 Stages Of Your Financial Journey

3 Stages Of Your Financial Journey

Learning about personal finance is only the first step. The next step is to use it wisely to move along your financial journey and reach your goals. There are 3 main stages along your journey: financial security, financial independence, and financial freedom. Let’s...

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What Financial Advice Would You Give Your Younger Self?

What Financial Advice Would You Give Your Younger Self?

When is the best time to implement great financial recommendations? When you were young. When is the next best time to implement brilliant financial suggestions? As soon as you become aware of them! To help you do just that, I asked several Veterinary Financial Summit...

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A Conversation About Inheritance and Legacy

A Conversation About Inheritance and Legacy

We share a private conversation with a mysterious, successful, and wise old man.The old man leaned forward in his chair as if his next words were really important. “Nothing’s changed since the Middle Ages. Elders can only leave 2 things behind for the next...

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