Financial Education Library for Dentists

Our financial education library is filled with dental-specific insights on investing, retirement planning, personal finance, tax management, insurance, debt management, profitability, and other financial topics. Explore our collection of articles, courses, podcasts, videos, and eGuides.

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Are U.S. Stocks Finally Coming Back to Earth?

By Jake Elm, CFP® , Financial Advisor

Here are some charts and financial data that caught my eye this week: The 2010s were an incredible decade for...
Topics: Investing, Market

What I’m Into

By Jake Elm, CFP® , Financial Advisor

I hope everyone had a wonderful 4th of July weekend. Coming off a holiday, here’s another post about some of...
Topics: Work Life Balance

The Lakers Sold For How Much Money??

By Jake Elm, CFP® , Financial Advisor

A couple of weeks ago, news broke that the Los Angeles Lakers were being sold. The Buss family, who had...
Topics: Behavioral Finance

Why Don’t People Save For Retirement?

By Jake Elm, CFP® , Financial Advisor

TL;DR – Listen to the article post: More than half (54%) of all families in the United States have no...
Topics: Retirement Plans

Should You Get Whole Life Insurance?

By Jake Elm, CFP® , Financial Advisor

Insurance isn’t exactly the most exhilarating and gripping financial topic, so this is my attempt to explain the basics of...
Topics: Finance 101, Getting Organized, Insurance

How Much Does it Cost to Raise a Child?

By Jake Elm, CFP® , Financial Advisor

According to a recent study by LendingTree, the cost of raising a small child has jumped 35% over the past...
Topics: Work Life Balance

What’s Happening With The Housing Market?

By Jake Elm, CFP® , Financial Advisor

  If you took a snapshot of where the U.S. economy is right now, there are a lot of data...
Topics: Market, Real Estate

An Argument For Shared Bank Accounts

By Jake Elm, CFP® , Financial Advisor

Here’s an opinion that may be controversial: I think every married couple should have combined finances and shared bank accounts....
Topics: Work Life Balance

Is the Stock Market More Risky Today than in the Past?

By Jake Elm, CFP® , Financial Advisor

I recently received the following email: “My experience with the stock market as an adult has been: I graduated college...
Topics: Finance 101, Investing, Market

How To Make Money In A Bear Market

By Jake Elm, CFP® , Financial Advisor

As I’m writing this, on the first day of May, the S&P 500 is down about 8.5% from its high...
Topics: Finance 101, Investing, Market

What’s an HSA?

By Jake Elm, CFP® , Financial Advisor

A Health Savings Account, or HSA, is an investment account that helps you save for medical expenses. According to a...
Topics: Finance 101, Saving

Knowing vs. Doing

By Jake Elm, CFP® , Financial Advisor

I can’t stop thinking about the Masters. It’s the best golf tournament in the world, and we had a great...
Topics: Behavioral Finance, Finance 101