I was privileged to have an article published in the Dental Entrepreneur spring edition. It is a summary of my experience working with clients on their path to financial independence. Helping dentist make good financial...
What is a Cash Balance Plan and how can it Help Minimize my Tax Bill? Cash balance plans are typically used during a dentist’s peak earning years over the second half of their careers. They...
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 factors...
When will the party be over? Friday marked three weeks of market gain in the S&P 500, bolstering the S&P to another high, close to 4100, as of the April 9th, 2021. In this video,...
Scientists find evidence that novel coronavirus infects the mouth’s cells. IH-funded findings point to a role for saliva in SARS-CoV-2 transmission. An international team of scientists has found evidence that SARS-CoV-2, the virus that causes...
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...
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.
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