Dentists | Financial Freedom

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...

Stock & Bond Markets Post Positive Returns in Q2 of 2021

Stock Market Dominance Continues: Stocks again posted very positive returns during the second quarter of 2021. The US Stock Market was up...

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...

2019 Q4 Market Review

Providing clients with a thorough snapshot of the second quarter of 2020, the attached Quarterly Market Review examines the performance and