Skip to content


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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
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 ...
Start Reading
Jalen P. Randolph, CFP®, MBA Aug 3, 2022 4:59:57 PM 4 min read

Dialing in Your Savings Rate

How to Leverage Your Savings Rate to Keep Expenses in Check and Reach Your Goals I ...
Start Reading
Mike Quinlan Aug 3, 2022 1:46:50 PM 1 min read

TBOTA Recent Events: Race Cars and Success Stories

Over the last several weeks, The TBOTA team hosted two very successful events for ...
Start Reading