Leverage This Conflict Resolution Cycle for a Peaceful Dental Practice Transition Successful dental partnerships are rarely just about dentistry. Partnerships are first and foremost relationships,...

The Hows & Whys of 529s – Ep. 262
CWA
December 2, 2025
Only a small percentage of parents leverage 529 plans to save for their children’s education, despite these plans being a powerful tool for college funding.
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January 21, 2022
With an unsteady stock market, is now the time to take advantage of the market, or stay away? Hunter and Judson advise that depending on when you...
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January 18, 2022
If you take your money out of various tax environments inefficiently, it can decrease the longevity of the investment by 30%. The guys dive into...
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January 14, 2022
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...
2 MIN READ
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January 10, 2022
When it comes to your investment portfolio, true asset allocation is an art. It’s also a practice that can make or break your portfolio over...
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January 6, 2022
Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...
4 MIN READ
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January 5, 2022
The last couple of years have been quite the wild ride. Just as it seemed the dental world was working its way out of the...
4 MIN READ
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January 4, 2022
Your financial risk tolerance will vary from your neighbors and friends and may even change from year to year. Wealth Advisor Natalie Young talks through...
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December 31, 2021
Dr. Ryan Shinska shares his story of how he left his dental career in Baton Rouge behind to move to Africa to build a sustainable...
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December 8, 2021
Most things in life are meant to grow and mature over time, and that includes your financial plan. There is a defined financial lifecycle that,...
6 MIN READ
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December 7, 2021
The guys simplify all the main tax-savings strategies to take action on before Dec. 31 to help reduce what you may owe to the IRS....
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