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.

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Be an Investor, Not a Depositor – Here’s Why

Is there anything wrong with having a large bank account balance? How much should you keep in your practice account?...
Topics: Cash Management, Investing

3 Investment Principles Dentists Can’t Afford to Ignore

The science of dentistry and of investing follow similar processes. To manage your assets better, follow these 3 fundamental rules....
Topics: Behavioral Finance, Cash Management, Investing

You Need a Tax Strategy – Here’s Why

How much should you be paying in taxes? Should it always be the same or vary from year to year?...
Topics: Income, Taxes

Rethink Your Reaction to Market Crashes

How can you crash-proof your retirement fund? What should you do with your money next time the stock market tanks?...
Topics: Behavioral Finance, Cash Management, Investing

5 Tips Dentists Should Consider Before Buying a Building

Real estate has its pros and cons. These 5 tips will help you know if real estate as an investment...
Topics: Debt & Financing, Real Estate

Financial Planning: Do it Yourself or Hire an Advisor?

There’s a lot of info on investing out there. Should you go it alone, or is using an advisor to...
Topics: Advisors, Getting Organized, Tracking Progress

Don’t Get Financial Advice From a Salesman

Who will you trust with your financial future? Choosing the right financial advisor is a big decision. These 10 questions...
Topics: Advisors

10 Questions You Should Ask Before Hiring a Financial Advisor

Selecting the right personal financial advisor is one of the biggest decisions you will make in your career.  This person...
Topics: Advisors

Where’s All Your Money Going?

Tracking spending is an essential activity for good personal financial planning. Here’s why it is so important that it gets...
Topics: Getting Organized, Spending, Tracking Progress

Why Good Financial Advisors Love Their Jobs

Good financial planning helps people focus on things they truly value. Is that what your advisor is helping you to...
Topics: Advisors, Getting Organized

Get Organized And Retire Early

You have a lot to keep tabs on. Learn how to be more organized—and download our helpful checklist of things...
Topics: Getting Organized, Spending, Tracking Progress

Realizing and Protecting Your Personal Worth

Your income is important, but what you earn is not what you’re worth. Find out how to put more focus...
Topics: Cash Management, Spending, Tracking Progress