Retirement Plan Myths Dentists Should Know About (Part 1)
As I’ve been giving presentations about business systems to dentists, I’ve discovered that there are six prevalent myths surrounding 401k
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Financial Management
Retirement Plan Myths Dentists Should Know About (Part 2)
As I’ve been giving presentations about business systems to dentists, I’ve discovered that there are six prevalent myths surrounding 401k
Read More
Retirement Plan Myths Dentists Should Know About (Part 1)
As I’ve been giving presentations about business systems to dentists, I’ve discovered that there are six prevalent myths surrounding 401k
Read More
Tips for Growing & Conserving Personal Wealth in 2022
Stocks and bonds have both fallen in 2022, taking down portfolio balances. Meanwhile, inflation has shot up, tying the hands
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Financial Literacy Series: CPI Personal Inflation Early Retirement
The Consumer Price Index (CPI) is a measure of the average change over time in the prices paid by urban
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Financial Literacy Series: Five Books by John Bogle
Father of Index Funds John Bogle has many books to his credit. We all may benefit from reading one or
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2021 Financial Literacy
Financial literacy is the foundation of our relationship with money, and it is a life-long journey of learning. The earlier
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Five P’s for a Better Future
In times of disruption, small changes can have a large impact. Follow the 5 P’s and see where Proper Planning
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Re-starting Your Practice – How Will You Handle Fees?
We are “all in” on getting ready for our office to re-open. We have been in dialogue with our team members,
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Plan the Exit Right for You
More than 31% of solo practicing dentists today are 55 years or older. Since most dentists have traditionally retired between
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Retirement – Life After Dentistry
On January 10th, 2020, The Wall Street Journal published an article on the changing patterns of retirement. It is worth a look. After 43 years in the world
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