Better Serving you in 2026

We’re excited to share an important milestone with you. Over the past several months, we’ve been working behind the scenes to ensure we can continue delivering the same high-level service you expect, while finding new ways to improve and grow. As part of that...

Start 2026 off Strong

We want you to have a great start to 2026! Here are 3 key financial steps to help make 2026 your most successful year yet: Review your 401(k) plan contributions. Are you maximizing your retirement nest egg? Review your tax withholdings. Are you in line to not pay...

Read This Before You Donate

The holiday season is in full swing and with that comes floods of donation requests. It’s important to understand which ones actually spend their funds the way they advertise. To take the guesswork out of it websites like charitywatch.org and give.org are great...

Give Smarter this Season

As a dentist, your time is limited and so is your attention. Around the holidays, many practice owners receive a flood of donation requests in the mail, email, and even at the office. It’s easy to write a check and move on. But not all charities use donations the same...

High Electric Bill this Month?

Have you noticed your electricity bill was extremely high this month? Well it’s not JUST those holiday decorations contributing to that. According to recent insights from J.P. Morgan, AI data centers can be the one to blame for the sudden spike. Despite being a...