Congratulations you’ve worked hard to get to where you are in your career! Now, let’s make sure you’re getting the most out of everything you’re putting in. After working with dentists for over 20 years, we’ve seen how impactful it is when their...

Updated 2025 Key Financial Data – Important Mid-Year Changes

Earlier this year, we sent you our annual Key Financial Data card to help you stay current on tax limits, retirement thresholds, and other important planning numbers. Normally, that card remains unchanged for the full year—but there is always the chance of mid-year...

Is your financial plan keeping up with your practice growth?

Congratulations you’ve worked hard to get to where you are in your career! Now, let’s make sure you’re getting the most out of everything you’re putting in. After working with dentists for over 20 years, we’ve seen how impactful it is when their...

Happy Summer! Let’s start working on reducing 2025 taxes

I know tax season feels far off but now is the perfect time to start getting your tax planning off the ground. Getting started now can help you know what your tax liability is shaping up to be, start working on strategies to reduce the taxes and spread out the tax...

Revenge of diversification

Happy July! We are now in the second half of 2025. Q2 2025 investment markets, overall, have performed positively with the exception of small company stocks. (See far right “YTD” Column). Q2 quarter’s performance was led by international developed market stocks (DM...