Financial Planning Insights

2024 Contribution Limits Increase with Inflation

"Maximizing contributions to tax-advantaged accounts is a great way to save for the future while also minimizing taxes. Now is a great...

2023 Contribution Limits Increase with Inflation

Because inflation has gone up, the amount that can be contributed to IRAs, HSAs, Simple IRAs, 401(k) and Profit-Sharing Plans has...

Why I Bonds? A Possible Place for Extra Cash

As gas and food prices hit high and the Fed responds last week by increasing interest rates[1] for the first time since 2018, inflation...

Dentists & Financial Advisors: The Fiduciary Standard

Who to Trust? Amidst the many voices clamoring to give you financial advice or recommendations, who do you trust to have your best...

2022 Contribution Limit Increases

Is anything better than Tax Savings? Just in time for the holidays, end-of-year gift giving and working your financial plan, here are...

Could I Benefit from a Health Savings Account?

If you’re a dentist looking for tax-deductions, or ways to afford skyrocketing health care costs, while having the ability to grow your...

Tax Planning Strategies for 2021

With the close of this year fast approaching, we suggest the following tax planning strategies that may help you as you look to plan for...

Staying Financially Afloat Through Covid-19

For dentists and specialists asking, "How will I be able to stay afloat financially," here are a few resources to consider, depending on you