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Our Blog
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December 18, 2020
Charlotte-Based Financial Advisory Practice, NaviPath Financial, Partners with Financial Times Top 300 RIA RFG Advisory to become Independent
by Brian Swilling
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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December 17, 2020
Business Owner Tax Planning Strategies to Implement Before Year-End
by Brian Swilling
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.
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January 25, 2021
7 Things to Help Identify the Right Medical or Dental Practice
by Brian Swilling
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...
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January 25, 2021
Taking a Sound Approach to Your Financial Treatment Plan
by Ryan Whitley
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...
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January 25, 2021
Would You Like to Defer an Additional 100k-250k of Taxable Income?
by Ryan Whitley
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...
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January 25, 2021
Why do Dentists Need a Retirement/Transition Plan?
by Brian Swilling
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...
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September 25, 2020
Remote Learning Strategies for Parents
by Brian Swilling
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...
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July 29, 2020
Potential Exciting News in the Proposed HEROES ACT for Student Loan Borrowers
by Ryan Whitley
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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