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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What is an HSA?

Have you been investing in your HSA account? Victoria Ferguson, CFP® explains what an HSA is all about and gives...
Topics: Finance 101, Saving

What you Need to Know about Student Loans

Have you been staying up to date on what plans are available for you to repay your student loans? Jake...
Topics: Student Loans

Dentist Money Minute: Tax Deduction vs. Tax Credit

Have you ever been confused about the differences between a tax deductions and a tax credit? Matt Mulcock, CFP® from...
Topics: Taxes

DA Today – Summit Invite

Join the Dentist Advisors team in June for the Dentist Money Summit in Park City, UT. You’ll learn from dentistry’s...

Dentist Money Summit Invitation

Join the Dentist Advisors team in June for our first ever Dentist Money Summit in Park City, UT. You’ll learn...

DA Today – Lt

Watch Will Gochnour, CFP® walk you through the Liquid Term elements in the Elements® app. He will explain what it...

What are the tax advantages of a 401(k)?

Is a 401(k) the right retirement plan option for your practice? Besides providing a desired employee benefit, there may be...
Topics: Retirement Plans, Year-End Planning

The New Rules for 529s

Matt Mulcock, CFP®, Victoria Ferguson, CFP®, and Rabih Dimachki, CFA explore the new rules and abilities for 529s. Are 529s...
Topics: 529s, Investing, Year-End Planning

Why is time frame so critical to investing?

Many investors are questioning whether they should follow Warren Buffett’s current strategy of investing in T-bills. Ryan Isaac offers his...
Topics: Cash Management, Liquidity

Is it difficult to build wealth outside of dentistry?

When it comes to wealth accumulation, the slow grind of dentistry can often make it seem tedious. However, Ryan and...
Topics: Behavioral Finance

How is buying a practice similar to buying stocks?

There are many types of stocks with diverse characteristics—just like dental practices—which makes it easier to compare how valuations are...
Topics: Investing

Student Loans: Consider applying for the new SAVE plan

Matt Mulcock, CFP®, Taylor Sutterfield, MAcc, CFP®, and Rabih Dimachki, CFA discuss SAVE, the newly announced income-driven repayment (IDR) option...
Topics: Student Loans