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Thursday, June 11, 2020

The Coronavirus has made it easier than ever to apply for and be approved for disability coverage. Many carriers transitioned to distanced and simplified underwriting....

Wednesday, May 27, 2020

As I’m sure you know, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19...

Thursday, May 14, 2020

Like many businesses, dental practices have been hit hard by the COVID-19 Pandemic. Have you reviewed your business interruption insurance to see if it will help ease the financial strain due to the Coronavirus?

Thursday, April 16, 2020

Are you a dentist, practice or business owner concerned about cash flow? The Coronavirus has led to closures of dental, medical and small businesses across the country. As a result...

Thursday, April 9, 2020

The Department of Treasury has updated their guidance regarding the Paycheck Protection Program Loan. Many were operating under assumption that we could apply for the PPP loan and then take receipt of the funds at a later date we...

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Wednesday, April 1, 2020

In times like these, being informed helps us make the most educated decisions. In an effort to help avoid rash investment decisions, I think the third party audio link will be very helpful. Eric Winograd, Chief Economist at Alliance...

Monday, March 30, 2020

Today is National Doctor's Day and especially now, during the current COVID-19 health crisis, doctors are putting their health and well-being on the front line to care for those in need. March 30 is Doctors’ Day, an annual...

Wednesday, March 25, 2020

Overnight the Stimulus Bill in response to the COVID-19 outbreak has moved closer to being signed into law. "The White House and Senate leaders reached a deal early Wednesday on a massive $2 trillion relief bill — said to be the...

Wednesday, March 18, 2020

To our concerned practitioners: The ADA is regularly updating their website with best practices surrounding the continued threat of the Coronavirus and associated best practices. The following link will hopefully provide some guidance....

Wednesday, March 4, 2020

With the recent volatility in the markets the following pdf should provide some insight and historical perspective. If you would like to discuss your personal situation more please feel welcome to connect. Coronavirus and the Markets...

Monday, November 18, 2019

As we near the end of the year now is the time to start doing some creative income tax planning. Depending on your age and income having the ability to defer 100k – 250k of taxable income can be a very powerful tax planning tool....

Tuesday, September 10, 2019

After Labor Day, when the temperatures (hopefully) start to drop and football season begins we start thinking about employee benefits, specifically retirement plans as there are specific deadlines to keep in mind. Questions to ask...

Wednesday, August 14, 2019

Limited Liability: Take care of your Business / Practice, it will take care of you. Business and Practice owners have many issues they deal with – cash flow analysis, employee retention, retirement planning and litigation...

Monday, July 8, 2019

You spend time developing your patient’s dental treatment plan, but how much time do you spend on your own “Financial Treatment Plan”?

Monday, June 17, 2019

We are excited to announce our new location which is more central and just south of uptown Charlotte...

Thursday, May 16, 2019

When is the last time you reviewed your debt load as part of your overall cash flow? Our clients tend to have numerous sources of debt...

Wednesday, April 10, 2019

Over the last decade the debate has ragged on... which investment strategy is best for me? Active or passive? What are the pros and cons? Why do I have to choose just one? Do I have to choose just one? Why not choose the best of both...

Monday, March 25, 2019

We help dentists plan for many phases of their careers and ultimately their financial independence. Retirement and transition planning conversations take place throughout many of our meetings. The key here is to strategically invest...

Monday, February 4, 2019

Employer Sponsored Retirement Plan Service Model Retirement plans can offer great benefits to you and your staff. They can provide an efficient savings vehicle in addition to tax advantages. However, as your plan grows, do you have an...

Monday, January 28, 2019

Planning for the unexpected is a crucial part of any well-structured plan. As an umbrella protects you from the elements, Business Loan Protection (BLP) can protect you from unforeseen health events that might keep you from paying...

Wednesday, January 23, 2019

Recently, it’s hard to turn on the news and not see something regarding the “roller coaster” on Wall Street. Or “Buckle Up, 2019 is going to be a wild ride.” With the increased volatility we are experiencing...

Thursday, May 3, 2018

The demands on medical practitioners today can seem overwhelming. It's no secret that health-care delivery is changing, and those changes are reflected in the financial issues that health-care professionals face every day...

Tuesday, April 24, 2018

Too Much to Do? Eliminate THIS… “The difference between successful people and really successful people is that really successful people say NO to almost everything.” ~~ Warren Buffett

Thursday, April 19, 2018

Whether you are an associate dentist looking to purchase your first practice, an existing practice owner purchasing additional practices or a later career dentist selling to the next generation; know the following 7 things...