As a dentist, your ability to work is the foundation of everything. Yet one of the most overlooked gaps we see in dentists’ financial plans is disability income protection. Most dentists have some form of coverage. But having coverage and having the right...
Contributions to Trump Accounts, the new tax-deferred savings vehicle for children, can’t be made until July 4, 2026. However, the opportunity to open a Trump Account, either through filing Form 4547 or using a dedicated IRS website, forms.trumpaccounts.gov, has...
Artificial intelligence is reshaping the economy at a pace that’s difficult to fully grasp. Capital Group takes a closer look at what AI’s rise really means for the workforce and the broader economy. “Ask ChatGPT whether layoffs at Big Tech companies...
As a dentist, your financial life has a lot of moving parts. Between student loans, practice ownership decisions, team management, retirement planning, taxes, investing, and balancing personal goals outside of the office, there are a lot of different things competing...
Some exciting news!! Our very own Maggie got MARRIED this past weekend. We had the most incredible time celebrating her and her husband. All the wedding excitement got us thinking. A wedding is a big financial milestone a family can face, whether it’s your own...
