Articles

Elections and Investing: Debunking Common Myths

By Matt Mulcock, CFP® , CEO

TL;DR – Listen to the article post: Investing during an election year can feel extra scary. A national election to...
Topics: Economy, Investing

4 Factors in Planning Your Child’s Financial Future

By Victoria Ferguson, CFP® , Financial Advisor

TL;DR – Listen to the article: Over the last two decades, college tuition at private and out-of-state universities has increased...
Topics: 529s, Getting Organized, Saving

Why Credit Card Rewards Matter and How to Use Them

By Taylor Sutterfield, MAcc, CFP® , Financial Advisor

I am a credit card point junkie. I typically open up 3-5 new cards each year just for the sign...
Topics: Cash Management, Debt & Financing

Living Your Rich Life

By Jake Elm, CFP® , Financial Advisor

With our first-ever Dentist Money Summit coming up this month, using money as a tool to live a rich life...
Topics: Behavioral Finance

3 Common Biases that Lead to Big Money Mistakes

By Matt Mulcock, CFP® , CEO

Your brain accounts for 2% of your body weight but is responsible for 25% of the energy you burn daily....
Topics: Behavioral Finance

4 Ways Dentists Get Duped

By Taylor Sutterfiel MAcc, CFP® , Financial Advisor

“No one does [play fair] if they think they can get away with it.”- Lewis Carroll, Alice’s Adventures in Wonderland Ever...
Topics: Behavioral Finance

3 Lessons From Women About Money

By Victoria Ferguson, CFP® , Financial Advisor

March is Women’s History Month, and we’re here to shine a spotlight on our female dentists! Considering that women weren’t...
Topics: Behavioral Finance, Investing

Love and Money: How couples can have healthy money conversations

By Jake Elm, CFP® , Financial Advisor

Money is by far the top cause of stress in America. More than 72% of people reported feeling stressed about...
Topics: Behavioral Finance, Work Life Balance

A Better Way to Think About Goals

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

Goals are overrated. There, I said it. And I’m not picking on goals. I don’t believe in willpower as a...
Topics: Behavioral Finance, Finance 101

5 Tax Write-offs Every Dentist Should Know About

By Victoria Ferguson, CFP® , Financial Advisor

We conducted a survey where we asked dentists what they were most interested in learning more about. Tax reduction and...
Topics: Taxes, Year-End Planning

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

By Victoria Ferguson, 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: Retirement Plans, Taxes, Year-End Planning

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