Watch Intro Series

5 Tax Write-offs Every Dentist Should Know About

By Victoria Hughes, CFP® , Financial Advisor

We conducted a survey where we asked dentists what they were most interested in learning more about. Tax reduction and...

401(k) Tax Credits – A Boring, Yet Easy Way to Save Money

By Victoria Hughes, CFP® , Financial Advisor

Not all methods of saving money are glamorous. Oftentimes it’s the least sexy strategies that are tried and true. Take...

When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund

By Will Gochnour, CFP® , Financial Advisor

One of the biggest storylines headed into the 2023/2024 NFL season was the new home for future Hall of Fame...

Are 401(k)s a Scam?

By Jake Elm CFP® , Financial Advisor

There seems to be an increasing amount of people giving financial advice on social media. And while there’s nothing inherently...

Why Saving Enough Money is Harder for Dentists

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Bestselling author, James Clear, says, “90% of success comes from focusing on the simple and obvious things for an uncommon...

Don’t Forget to Protect Your Biggest Asset

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

Let’s go back to the day you collected your first paycheck as a working dentist. You spent 4-5 years getting...

The ABCs of Choosing a Loan Repayment Plan

By Lauren Kearl , Financial Planning Associate

With federal student loan repayments set to resume this fall, many dentists will unknowingly end up in the wrong plan....

Why Dentists Should be Fans of the New SAVE Plan

By Victoria Hughes, CFP® , Financial Advisor

Hey dentists! Did you know that you might be able to save thousands of dollars on your student loans? The...

Student loans are officially coming back this fall. 🫤

By Victoria Hughes, CFP® , Financial Advisor

Like your cousin’s bad mullet, student loans repayments are officially back. And no, we aren’t excited about it either.  Starting...

Lifestyle Inflation: The High Blood Pressure of Money

By Victoria Hughes, CFP® , Financial Advisor

Did you know that about one-third of consumers who earn $250,000 live paycheck to paycheck? It’s true. How does this...

3 Steps to Building a Solid Financial Foundation

By Matt Mulcock, CFP® , CEO / Sr. Advisor

Earlier this year, two homes in Utah collapsed and fell down the hillside they were built on. Neighbors caught the...

Dental Finance 101: Why Financial Products Aren’t Financial Plans

By Dentist Advisors

The busier your practice gets, and the more complicated your personal life becomes, the harder it is to properly plan...