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Risk management: Insurance needs for every stage of your career.

Regardless of how your professional and personal life unfolds, you will have to manage your risk throughout your career. In this article, we will...

Starting a practice? Here are some pointers on risk management.

Starting a practice? Here are some pointers on risk management. Buying a practice, or starting one from the ground up is both exciting and fraught...

First-Time Insurance Buyer? Here's What You Should Know about Advisors

First-time insurance buyer? Make sure to read this. Before you shop for insurance, shop for the right advisor. You’ve probably heard about how...

Understanding Investment Returns

At our firm, we find that once clients are settled into practice, they have disposable income that they are channeling into 401(k)s, other retirement...

A Primer on Dental Loans

Debt is perhaps one of a dentist’s most lethal of financial weapons. Misuse it and there could be devastating consequences. Understanding its inner...

6 Factors to Consider When Tackling Dental School Debt

If you’ve taken out a student loan to fund your dental training, it’s time to pay close attention as things are about to change. For anyone who has...

Dental Retirement planning (Part 2 of 2)

One of the worst pieces of news you could hear five or six years into retirement is that your money won’t last and that you’ll need to go back to...

6 Steps Dentists Take to Build a Retirement Plan

Perhaps you’ve started setting aside some money toward retirement in one or more different savings vehicles. Or maybe you’d like to save, but you...

Top 5 Must-Haves For Your Disability Income Insurance Policy

Do you really need it? Your ability to generate revenue is your greatest asset – if something were to happen to you, it would have a significant...

The Question No One Wants To Answer: “What If I Die Or Become Disabled Today?”

As we go through life and plan for our future, some of us develop a financial plan. This plan has many layers starting with a solid base. Part of...

Commonly Overlooked Items In Business Owner Policies

A business owner policy, frequently abbreviated to ‘BOP,’ is an insurance policy you would buy to protect your business from a wide variety of...

Tax-smart Retirement Planning

In our line of work, we find that when it comes to understanding their retirement planning options, people are confused by the differences between...
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