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Chart showing the increase in the federal funds rate over time

Cash FlowInvestments

Navigating the Impact of Fed Interest Rate Decisions on Your Finances

2025 calendar and calculator

TaxFinancial PlanningTax PlanningIncome TaxTaxes

Lower Tax Rates are Expected to Sunset in 2025. It's Time to Start Planning Now.

SavingsTax PlanningIncome TaxTaxesInvestments

Unlocking the Benefits of an HSA: What You Need to Know

TaxDentistryBookkeeping

Reduce Manual Work and Make your CPA Happy with These Features in QuickBooks Online

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Interest Rates: The Fed, Rate Forecasts, and Investor Strategies

Three types of private investments. Private equity, private credit, and private real estate.

Financial PlanningTax PlanningInvestments

An Overview of Investing in Private Equity, Credit, and Real Estate

Making Sense of the Investment Landscape in 2023

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TaxFinancial PlanningTax PlanningIncome TaxTaxesInvestments

Maximize Your Tax Savings: My Favorite Year-End Planning Strategies

A four-phase process for transitioning an associate dentist to dental practice ownership.

DentistryOwnership

Discussing Dental Practice Ownership with a New Associate

Market Volatility and Silicon Valley Bank [Key Events and Takeaways for Long Term Investors]

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J.E. Simmons and
Company P.C.
15770 Dallas Parkway
STE 150
Dallas, TX 75248
(972) 404 - 1040

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