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 ...
Common Mistakes Surrounding Qualified Charitable Distributions
In our experience, Qualified Charitable Distributions (QCDs), which have been around ...
Women In Dental: The Power of Impact and Financial Planning
First-year dental students experienced their highest rate of women representation last ...
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 ...
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 ...
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 ...
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 ...
The Good News About Recessions for Investors
Yes, an official recession is possible, but based on previous recessions, there could be ...
Dialing in Your Savings Rate
How to Leverage Your Savings Rate to Keep Expenses in Check and Reach Your Goals I ...
TBOTA Recent Events: Race Cars and Success Stories
Over the last several weeks, The TBOTA team hosted two very successful events for ...