NaviPath Financial, a growing financial advisory practice based in Charlotte, North Carolina, announces that they have partnered with RFG Advisory, an award-winning RIA with a cutting-edge platform for independent advisors.
While tax planning strategies should be implemented throughout the year, this year has had a myriad of changing legislation for business owners to keep up with.
Whether you are an associate dentist looking to purchase your first practice, an existing practice owner purchasing additional practices, or a later career dentist who is selling to the next generation; knowing the following 7...
As the end of the year approaches us, now is the time to consider some more in-depth income tax planning strategies. Depending on your age and income, having the ability to defer 100k – 250k...
As the end of the year approaches us, now is the time to consider some more in-depth income tax planning strategies. Depending on your age and income, having the ability to defer 100k – 250k...
We help dentists plan a financial path through the different phases of their career towards the goal of financial independence. Retirement and transition planning conversations take place throughout many of our meetings. The key here...
Many parents, including myself, are dealing with the imperfect situation of having to work from home while our children are learning virtually. It is really hard on parents and teachers to ensure that their kids...
The following CNBC article outlines some potentially very exciting news for individuals with both federal and private student loans. The $3 Trillion HEROES ACT has some provisions that may provide significant relief to student loan...
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