Profit First & Parkinson’s Law

January 16, 2019

Engage Advisors is the proud home of Profit First for Dentists As we outlined in last week s blog The...

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Review, Reduce And Possibly Reconsider Your Insurance

May 2, 2022

Piggybacking off my last blog post about reviewing your budget one of the most commonly overlooked items in a budget...

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The Basics Of Profit First For Dentists

January 9, 2019

Transform Your Dental Practice Finances with the Profit First System Profit First is a cash-flow management system that dental practices...

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2019 Budgeting- Starting Fresh

December 29, 2018

Boost Your Finances in Budgeting and Investment Tips Many of us are starting our New Year s with resolutions for...

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529 Education Savings Plan

December 12, 2018

Understanding Plans Benefits Qualified Expenses and Common Pitfalls accounts are used for individuals to save for a beneficiary s education...

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Mutual Funds, Indexes and Exchange Traded Funds

October 26, 2018

Last week we discussed the definition of an investment stocks and bonds This week we discuss how those are turned...

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Investments, Stocks, and Bonds

October 21, 2018

What is an investment The simplest definition of an investment is giving up current consumption or compensation for the opportunity...

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Interesting Things About Compound Interest

October 13, 2018

Unlocking Compound Interest Building Wealth Over Time Albert Einstein famously stated Compound interest is the eighth wonder of the world...

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Buy Low. Sell High.

October 5, 2018

Mastering Market Timing The Power of Dollar Cost Averaging in Investing The common mantra in investing is Buy low sell...

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Taxable Accounts 101

October 1, 2018

Why Choose a Taxable Account Are you wanting to invest more than your K IRA Roth IRA limits OR are...

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Basics of a Traditional IRA

September 23, 2018

Let s talk about traditional IRAs A traditional IRA is an Individual Retirement Account IRA funded with pre-tax or tax-deductible...

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Protecting Your Child’s Financial Future

July 25, 2018

The birth or adoption of a child is cause for celebration but it also carries heavy responsibilities In addition to...

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