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 ...
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 ...
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 ...
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 ...
Which Accounts Should Younger Retirees Tap First? Not IRAs!
Many retirees pull money from the wrong accounts and in the wrong sequence to generate ...
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 ...
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 ...
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 ...
Drilling it Down – 2022 Retirement Plan Limits
What was supposed to be the year of recovery ended up being the year of volatility. ...