Financial Education Library for Dentists

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.

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 Ferguson, 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 Ferguson, 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 Ferguson, 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...

Dental Finance 101: Every Investor Needs to Take Some Risk

By Dentist Advisors

There are only about 4,000 stocks on the entire U.S. stock market—a number that surprises most people because it seems...

Dental Finance 101: You’re a Dentist First, Do What You Do Best

By Dentist Advisors

You’re a busy dentist who has put a decade and several hundred thousand dollars or more into schooling. And many...

Dental Finance 101: Where Does All the Money Go? (Or, How Does Your Income Pie Get Divided?)

By Dentist Advisors

I still remember where I was when I found out my wife and I were expecting our first child. Let...

5 Reasons Why Public Markets are Awesome!

It’s a well-worn expression and one my mother-in-law often used, “When you assume, it makes an ass out of you...

What’s the Real Reason for Your Financial Pain?

There’s a common patient story that almost every dentist and doctor can tell. It goes something like this: A patient...

Dental Finance 101: Your Growing Practice Needs Access to Cash

By Dentist Advisors

Your Growing Practice Needs Access to Cash If you look back at the advice I’ve given over the years, you’ll...