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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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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