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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...

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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.

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