Why Retirement Plans Matter for Your Taxes

November 29, 2025

In top federal tax rates stay at and many dentists also face state income taxes If you don t plan...

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The Hidden Tax Advantage of Ownership: How Dentists Build Wealth Beyond Income

November 12, 2025

Most dentists understand the value of earning a good income Fewer realize that income alone is not what builds lasting...

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Equity Owners vs. High Earners: Why Ownership Builds Greater Rewards for Dentists

October 5, 2025

Many dentists chase income After years of school and debt earning a high salary feels like the ultimate marker of...

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How Late Is Too Late to Save for Retirement? What You Can Do—Even If You’re Behind

May 23, 2025

Better three hours too soon than a minute late William Shakespeare We all know we should be saving for retirement...

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Roth vs. Traditional IRA: Same Destination, Different Paths

May 17, 2025

Retirement planning usually starts with one big question Do I want to pay taxes now or later Sounds simple enough...

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The Pokéconomy: What Pokémon Cards Can Teach Us About Investing

April 22, 2025

From Playground to Portfolio What began as a s playground obsession has evolved into a legitimate niche market Collectors today...

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Sponsorship vs. Donation: What Dentists Need to Know to Maximize Tax Deductions

April 18, 2025

If you ve ever chipped in for a school fundraiser sponsored a K or donated dental kits to a food...

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Retirement Planning Mistakes (and How to Avoid Them)

February 21, 2025

Retirement planning is a long game and for dentists there s a lot at stake Unlike salaried employees who have...

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How to Start Reducing Your 2024 Taxes Starting Today

May 8, 2024

By Gulzar Ahmed Client Advisor amp Chicago Office Director If you haven t started already it s time to get...

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Is Your Net Worth Where It Should Be?

February 19, 2024

By Taylor Richardson CRPS AIF Financial Advisor Dentists are high income earners but almost end up delaying retirement Why Net...

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3 Most Common Financial Mistakes Dentists Make

February 19, 2024

By Taylor Richardson CRPS AIF Financial Advisor Are you making these mistakes Learn about three common mistakes dentists make that...

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Why Are Dentists Scared to Hire a Financial Advisor?

December 6, 2023

By Taylor Richardson CRPS AIF Financial Advisor As someone who partners with a dental CPA firm I have come to...

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