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Herman Freitag, CFP® Nov 7, 2022 2:17:58 PM 5 min read

Three Considerations For Your Cash Balance Plan With Stocks Down For The Year

Investors are experiencing the worst and most prolonged market downturn since the global ...
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Andrew Kobylski Nov 7, 2022 1:06:12 PM 4 min read

Common Mistakes Surrounding Qualified Charitable Distributions

In our experience, Qualified Charitable Distributions (QCDs), which have been around ...
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Women In Dental Nov 7, 2022 11:39:48 AM 2 min read

Women In Dental: The Power of Impact and Financial Planning

First-year dental students experienced their highest rate of women representation last ...
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Chase Mouchet, CFP®, CIMA® Oct 7, 2022 9:11:04 AM 4 min read

Recent Retirees: Do You Need to Go Back to Work Because of This Bear Market?

Passing the checkered flag into retirement can bring a lot of emotions ranging from ...
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Thomas Farmer, CFP®, C(K)P® Sep 23, 2022 2:44:41 PM 3 min read

It’s a Challenge for Dentists to Balance Work and Family

Feeling Stressed? Here are 5 Tips to Help Get Back in Sync. I recently spoke with a ...
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Matthew Broom Sep 23, 2022 10:00:00 AM < 1 min read

Young Professionals Could Avoid Six Figures in Lifetime Taxes With an HSA

Running the numbers shows how health savings accounts could save one couple $160,000 in ...
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Jalen P. Randolph, CFP®, MBA Sep 16, 2022 9:45:00 AM < 1 min read

Having Trouble Saving Money? 3 Tips for Young Professionals

Here’s how to leverage your savings rate to keep expenses in check and get on track for ...
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Propel Your Wealth Aug 24, 2022 5:04:30 PM 3 min read

4 Things Accumulators Need to Know about the Student Loan Forgiveness Executive Action

President Biden announced an Executive Action on Wednesday, August 24, 2022, canceling up ...
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Brett S. Miller, CPA, CFP® Aug 19, 2022 11:57:07 AM 3 min read

What to Do When the Wire Hits – 3 Takeaways for Any Dentist Selling Their Practice

The day your business is officially sold will be like no other. The new buyer will send a ...
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Nick Fazio Aug 12, 2022 8:52:48 AM < 1 min read

The Good News About Recessions for Investors

Yes, an official recession is possible, but based on previous recessions, there could be ...
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