Market Volatility and Silicon Valley Bank [Key Events and Takeaways for Long Term Investors]
Market volatility and uncertainty is spiking due to concern with the banking system and outlook for the economy and interest rates.
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Biggest Headlines in the SECURE Act 2.0
The SECURE Act 2.0 was passed in December of 2022 and contains roughly 100 changes to retirement provisions affecting RMDs, retirement plans, and education savings accounts. The changes in 2.0 are...
Tax Planning Strategies to Consider at Year End
A simple list of year-end tax planning strategies to consider before 2022
Five Tax Breaks This Dentist Received After Buying the Practice
Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.
Tax Update: The proposals in the American Families Plan
The latest updates on the American Families Plan proposal released by Congress on September 13, 2021
Elements of a Financial Plan for New Dentists
Let’s walk through the fundamentals of a financial plan for a new dentist
Why is it hard to save money?
Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.
