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Financial Wellness for Dentists: Optimizing Practice 401(k) Plans

A dentistry practice can bring in a lot of money, but the owner’s retirement savings always depend on how well they manage their money. Practice overhead, personnel salaries, equipment costs and debt servicing all impact how much the owner may contribute toward retirement. A well-structured 401(k) plan may help dentists

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Economical updates

Shutdown Update: What About Economic Stats?

When the government shuts down, so do several agencies that put out the economic reports the Fed looks at when setting interest rates. In fact,

Financial Planning

What if You Could? Grass is Greener

You may already have a strong financial foundation, but with the right strategies, you can make it potentially stronger. Through diversification, tax efficiency, and long-term

Financial Planning

LPL – What If You Could?

You may have heard or seen commercials from LPL Financial — the broker-dealer/custodian of record that supports me and helps service your investments — featuring actor Anna

Economical updates

Market Pullbacks & Your Portfolio

It’s been a busy few weeks as all the mixed economic signals have unsettled Wall Street—and market volatility is never comfortable for investors. Here’s a