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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.
4 Factors in Planning Your Child’s Financial Future
By Victoria Ferguson, CFP® , Financial Advisor
Why Credit Card Rewards Matter and How to Use Them
By Taylor Sutterfield, MAcc, CFP® , Financial Advisor
By Jake Elm, CFP® , Financial Advisor
3 Common Biases that Lead to Big Money Mistakes
By Matt Mulcock, CFP® , CEO
By Taylor Sutterfield MAcc, CFP® , Financial Advisor
3 Lessons From Women About Money
By Victoria Ferguson, CFP® , Financial Advisor
Love and Money: How couples can have healthy money conversations
By Jake Elm, CFP® , Financial Advisor
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
