Retirement for Dentists. Time to Contemplate…

  Retirement for Dentists. Time to Contemplate… I recently returned for a delightful long week of unplugged (mostly) vacation in two of my favorite places: Savannah, GA and Amelia Island, FL. I can’t recommend both spots enough. Reach out for recommendations....

Don’t Get Duped!

Be Cybersecurity Aware It happens to the best of us…. A couple of weeks ago a colleague told us they were quickly scrolling through Facebook and an “alert” came up. On a quick glance, it looked legit. It asked to verify their info by uploading their drivers license....

School’s In. Thank a Teacher!

In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...

The Importance of a Dental-Specific Advisor

We understand that your financial situation is distinct from other professions and even from other dentists. Considerations such as practice ownership, equipment purchases, student loan debt, and the cyclical nature of your income all factor into the financial advice we curate for you.

Buying a Car? It’s All Different Now!

Protect Your Budget While Car Shopping Back in May of 2021, I wrote about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, a few things have changed and...