Tax planning considerations to optimize your retirement portfolio savings A strategic tax plan is one of the most important steps toward accumulating wealth, and it...

Inflation-adjusted limits offer additional savings opportunity This year, investors have an even greater opportunity to save for retirement. The IRS recently released its inflation-adjusted contribution...

Are your staff salaries eroding your bottom line? Dentists traditionally have great relationships with their staff resulting in low turnover. Although this is good, when...

Leveraging the short-term business boom for long-term gains It’s hard to believe it has been over a year now since COVID-19 encroached into our professional...

Navigating the unexpected begins with knowing what to expect Saving for a comfortable retirement is a career-long commitment. It takes planning, patience, perseverance and a...

Update on the American Rescue Plan On March 11 the American Rescue Plan Act of 2021 was signed into law. The new legislation comes as...

Where to start to determine how much savings you’ll need Any financial goal typically has a price tag. Whether saving for a spacious home, your...

adapt your dental practice to avoid this financial liability Cybercrimes are on the rise now more than ever, due to COVID-19 business disruptions and confusion....

Items to take action on before Dec. 31, 2020 While tax planning strategies should be implemented throughout the year, this year has had a myriad...

Comparing the 2020 presidential tax plans. The upcoming presidential election will be pivotal for the future of tax policy, as parts of Trump’s Tax Cuts...

What to consider before this popular but risky trend Although day trading can seem exciting, adventurous and easy, many experts are sounding the alarm on...