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    6 Steps Dentists Take to Build a Retirement Plan

    Sep 23, 2016 3:05:15 PM
    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

    Sep 16, 2016 1:42:43 AM
    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?”

    Jun 24, 2016 1:49:35 AM
    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

    Jun 10, 2016 9:48:19 AM
    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

    Jun 3, 2016 9:53:01 AM
    In our line of work, we find that when it comes to understanding their retirement planning options, people are confused by the differences between...

    Buy-Sell Agreement: Need, Funding and Types

    Mar 4, 2016 1:15:04 AM
    Buy-Sell agreements are contracts between between business owners for the purchase and sale of a practice in the event of death, disability or...

    A “Three-Account Cash Flow System” The Building Block of a Financial Plan

    Feb 26, 2016 12:25:22 AM
    Choose any consumer financial magazine and scan the table of contents. The majority of content often focuses on the same repetitive topics – the best...

    Use a “Bucket Strategy” to Reduce Investment Fear

    Feb 18, 2016 9:00:02 PM
    Investing can be hard. The firm DALBAR publishes an annual study that measures inflows and outflows of mutual funds. Their findings suggest investors...
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