E-Guides

This guide will walk you through the key stages of a practice sale, the differences in potential buyers, personal tax...

How Does Your Financial Health Compare to Other Dentists? The results are in! We’ve analyzed financial data and insights from...

Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...

Imagine losing over $10,000 because of a simple financial misstep. With your unique financial challenges as a dentist–high incomes, significant...

Choosing the right financial advisor is arguably one of the most important decisions you’ll ever make for your money. So...

While Dave Ramsey’s tips have helped many, it’s crucial to remember that one-size-fits-all financial advice might not suit dentists. Dentists...

This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...

This E-Guide Will Show You: Why 10% savings rate doesn’t work for dentists How dentists should scale their savings throughout...

We each have personality types that either positively or negatively affect our financial behavior. Recognizing the traits that may stunt...

As a dentist, clinical production, practice management, and team-building responsibilities probably occupy the majority of your time. Where do you...

How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...

Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...