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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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The 6 Essential Investment Principles for Dentists

December 6, 2023

By Taylor Richardson CRPS AIF Financial Advisor The purpose of investing is to build wealth In our work with dentists...

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If You’re Not a Fan of Corporate Dentistry, Watch Out for Its Corporate Cousin – Low Cost 401K Plans

July 9, 2023

By Taylor Richardson CRPS AIF Financial Advisor Dental practice owners often complain about the rise of corporate dentistry and it...

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7 Top Tips for a Dental Practice Owner’s Successful Retirement

December 11, 2022

By Spencer Wesley Realtor Dental Practice Broker Intro As a dental practice owner retirement brings the added complexity of having...

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Best Time to Invest is When Prices are Low

September 11, 2022

By Taylor Richardson CRPS AIF Financial Advisor In the stock market has done something we haven t seen in quite...

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Savvy Retirement Savings Plans for Self-Employed Dentists

January 5, 2022

By Taylor Richardson CRPS AIF Financial Advisor There are a lot of benefits to being self-employed but don t forget...

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Attention Young Dental Professionals – Here’s Why It’s a Great Time to Start Saving for Retirement

June 25, 2021

By Taylor Richardson CRPS AIF Financial Advisor As you graduate from dental school and begin your career the last thing...

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All About 401k

November 10, 2018

In two important things happened Garfield the Cat debuted on newspaper comic strips and the IRS established section K to...

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Roth IRA Basics

September 19, 2018

Understanding Roth IRA Contributions and Rules A Roth IRA is an Individual Retirement Account IRA funded with after-tax dollars The...

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Got questions on the Corporate Transparency Act? Learn more about the new federal BOI requirements. Save time and hire us to file it for you.

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