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...

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...

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...

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...

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...

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...

Each of the 3 personal financial lifecycle phases plays a vital role in helping you grow, enjoy & pass on the spoils of your hard...

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....

The proposed tax code restructure is getting rid of Backdoor Roth IRA conversions in 2022. What should investors do? The guys lay out all the...

Your Practice's Largest Expense and Biggest Risk If you are deciding the right time to add a new associate doctor into your practice, or even...

Long versus short-term gains, dividends tax, mutual funds, all of these are factored into the proposed tax law for 2022 that could affect your bottom...