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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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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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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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Brett Covert J.D., CFP® Jul 22, 2022 9:08:09 AM 3 min read

Planning to Sell Your Practice? Here's How Your Team of Advisors Can Maximize Profit, Minimize Taxes, & and Plan for the Future

When a dentist decides to sell their practice, they often have a team of advisors to help ...
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Brett S. Miller, CPA, CFP® Jun 27, 2022 4:17:25 PM < 1 min read

Which Accounts Should Younger Retirees Tap First? Not IRAs!

Many retirees pull money from the wrong accounts and in the wrong sequence to generate ...
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Jason Cross, J.D., CFP®, CTFA Apr 26, 2022 2:58:29 PM 3 min read

Medical Professionals: If Your Income Rebounded in 2021, Consider These 4 Money Moves

After experiencing financial hardships in 2020 caused by COVID-19, 2021 was a banner year ...
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Brett Covert J.D., CFP® Mar 18, 2022 8:00:00 AM 3 min read

Working Post-Practice Sale? Important Practice Entity and Retirement Plan Considerations

During the professional lifespan of a dentist who owns their practice, there is a myriad ...
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Brett Covert J.D., CFP® Mar 17, 2022 12:00:00 PM 4 min read

After Selling Your Practice, Here are Your Top 3 Financial Priorities

When one of my clients retired, he initially underestimated the amount of money he would ...
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Andrew Kobylski Dec 8, 2021 12:00:00 PM 4 min read

Drilling it Down – 2022 Retirement Plan Limits

What was supposed to be the year of recovery ended up being the year of volatility. ...
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