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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.
By Taylor Sutterfield MAcc, CFP® , Financial Advisor
Investing Lessons From March Madness
By Jake Elm, CFP® , Financial Advisor
Dr. Daniel Crosby: Human Behavior’s Influence on Investing – Episode #489
By Jake Elm, CFP® , Financial Advisor
3 Lessons From Women About Money
By Victoria Ferguson, CFP® , Financial Advisor
Women and Wealth: Overcoming the Investment Gap – Episode #486
How Much Is Your Car Costing You?
By Jake Elm, CFP® , Financial Advisor
Love and Money: How couples can have healthy money conversations
By Jake Elm, CFP® , Financial Advisor
What Happened? Behind 2023’s Failed Market Forecasts – Episode #474
Rethinking your Money Goals for 2024
A Better Way to Think About Goals
By Matt Mulcock, CFP® , CEO / Sr. Advisor
Can Behavioral Finance Be Taken Too Far?
By Jake Elm, CFP® , Financial Advisor
