E-Guides
10 Questions a Dentist Should Ask Before Hiring a Financial Advisor
Choosing the right financial advisor is arguably one of the most important decisions you’ll ever make for your money. So...
Why Dentists Shouldn’t Always Follow Dave Ramsey’s Financial Advice
While Dave Ramsey’s tips have helped many, it’s crucial to remember that one-size-fits-all financial advice might not suit dentists. Dentists...
Tax Planning Checklist for Dentists
Save yourself tax dollars and headaches by staying ahead of important IRS deadlines. With guidance from your financial advisor and...
5 Retirement Costs You’re Probably Overlooking
This E-Guide Will Show You: Some of the expenses that can catch people off guard in retirement How you can...
Why Saving 10% Won’t Be Enough for Dentists
This E-Guide Will Show You: Why 10% savings rate doesn’t work for dentists How dentists should scale their savings throughout...
What’s Your Financial Kryptonite? Here’s How to Beat It
We each have personality types that either positively or negatively affect our financial behavior. Recognizing the traits that may stunt...
As a dentist, clinical production, practice management, and team-building responsibilities probably occupy the majority of your time. Where do you...
There’s Only One Number You Need to Predict Your Retirement
How much wealth do I need to make work optional? This straightforward question is usually met with a variety of...
7 Big Mistakes Dentists Make That Wreck Retirement
Dentists consistently rank among the highest earning professionals in the U.S., but a high income doesn’t always translate to successful...