Haley Tolitsky, CFP®, CPFA®Jul 9, 2021Sign Up for Your Employer’s Retirement Plan as Soon as You're EligibleEnrolling in your employer’s retirement plan as soon as you become eligible is crucial. One of the biggest financial regrets that...
Charlie Cooke, CFP®, CPFA®Jul 1, 2021How the Dental 401(k) Plan WorksTeamwork makes the dream work in your dental practice. In business, and especially in a tightly knit work environment like a dental...
Charlie Cooke, CFP®, CPFA®May 19, 2021Uncertainty Brings Incentive - a New Type of Retirement PlanIt is no secret that most Americans today are not saving enough for retirement. 55 million workers do not have access to a retirement...
Charlie Cooke, CFP®, CPFA®Apr 8, 2021New Tax Breaks for DentistsHow Dentists Can Benefit from the SECURE Act Now that tax season is upon us, many of you have probably been hearing from your financial...
Haley Tolitsky, CFP®, CPFA®Mar 17, 20216 Financial Planning Tips for Female DentistsDentistry may be a male-dominated field, but the times are rapidly changing. More women than ever are dentists, with even more in dental...
Charlie Cooke, CFP®, CPFA®Feb 9, 2021Tips for Reducing Dental School Debt Dental school is one of the most expensive professional-degree programs in the United States. Let’s just pause there with that weighted...