Elements of a Financial Plan for New Dentists
Let’s walk through the fundamentals of a financial plan for a new dentist
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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.
A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving
Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...
Unlocking the Benefits of an HSA: What You Need to Know
Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.
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...
