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Articles

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...
Topics: Year-End Planning, Taxes

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...
Topics: Year-End Planning, Retirement Plans, Taxes

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...
Topics: Finance 101, Saving

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...
Topics: Saving, Retirement Plans

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...
Topics: Saving, Spending, Behavioral Finance

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...
Topics: Finance 101, Insurance

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....
Topics: Student Loans

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...
Topics: Student Loans

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...
Topics: Student Loans

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...
Topics: Finance 101, Spending

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...
Topics: Finance 101

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...
Topics: Finance 101