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 Management
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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Just When You Thought You Had Seen the Worst
Theresa Duncan from Odyssey Management has been one of the top 25 women in Dentistry, and for over 20 years,
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The Economics of Great Communication – Part 1
On October 1, 2018, I retired from my solo private practice of twenty-eight years in the rural town of Wolfeboro,
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Transitioning Your Relationship-Based Practice: Part 2
Buyers are actively seeking dental practice opportunities all over the country. With the influx of doctors to desirable areas, sellers
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