Roth accounts are a powerful way to grow your wealth due to their tax-free growth and withdrawals. However, many dentists don’t know if...

Save on Taxes & Save for Your Future Are you taking advantage of saving on taxes while saving for your future? "Helping dentists...

One of the most common questions clients ask is whether to prioritize paying down debt or saving for retirement. Dentists often face...

Whether you’re a practice owner offering a retirement plan or an associate/employee who has access to a retirement plan, legislated...

In 2006, dentist Dr. Gregory Gosch and his wife Susan unexpectedly received an inheritance, while there was still debt owed on their...

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

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

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...

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

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

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

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...

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