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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.
A Better Way to Think About Goals
By Matt Mulcock, CFP® , CEO / Sr. Advisor
5 Tax Write-offs Every Dentist Should Know About
By Victoria Ferguson, CFP® , Financial Advisor
401(k) Tax Credits – A Boring, Yet Easy Way to Save Money
By Victoria Ferguson, CFP® , Financial Advisor
When “Plan A” Gets Carted Off the Field: Tackling the Basics of Your Emergency Fund
By Will Gochnour, CFP® , Financial Advisor
By Jake Elm CFP® , Financial Advisor
Don’t Forget to Protect Your Biggest Asset
By Taylor Sutterfield, MAcc, CFP® , Financial Advisor
The ABCs of Choosing a Loan Repayment Plan
By Lauren Kearl , Financial Planning Associate
Why Dentists Should be Fans of the New SAVE Plan
By Victoria Ferguson, CFP® , Financial Advisor
Student loans are officially coming back this fall.
By Victoria Ferguson, CFP® , Financial Advisor
Lifestyle Inflation: The High Blood Pressure of Money
By Victoria Ferguson, CFP® , Financial Advisor
3 Steps to Building a Solid Financial Foundation
By Matt Mulcock, CFP® , Managing Partner / Sr. Advisor
Dental Finance 101: Why Financial Products Aren’t Financial Plans
By Dentist Advisors
