Delegate your cash to different goals, interests and needs Key takeaways Interest rates on high yield savings accounts are above 4%, which we haven’t seen...

Volatile markets, stubborn inflation and a decidedly uncertain economic outlook are forcing investors to reevaluate how to optimize both their long- and short-term savings strategies....

Beware! Not all end-of-year charitable donations are tax-deductible. Ensure your charitable giving is qualified for charitable organizations. Learn more.

Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...

Strategies to position yourself to weather economic uncertainty With interest rates rising and fears of a prolonged recession growing, many people are looking for ways...

Implement a growth strategy to sidestep inflation As the dental industry continues to boom, practices everywhere are experiencing record treatment acceptance rates that are driving...

Managing debt after two years of delayed payments Business owners across the country have had their hands full the past few years, but student loans...

Know the risk of being in and out of the market Anytime the market has taken a turn, investors wonder whether it’s smarter to stay...

Leverage this under-utilized strategy to gauge practice health As a dental practice owner, a lot of non-clinical factors fall on your plate: human resources, tax...

With inflation going through the roof, employee salaries soaring and other expenses rising fast, dental practices everywhere are feeling the profitability pinch. While raising fees...

The potential impact to investors The U.S. Treasury yield curve inverted for the first time since 2006 causing even more market volatility and some economists...