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...
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...
“Helping you Navigate your Financial Path.” You spend time developing your patient’s dental treatment plan, but how much time do you spend on your own “Financial Treatment Plan”? We believe when financial planning is done...
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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