Conference Recap and How to Elevate Your Practice Knowledge

Last week, I presented at Powering Dentistry’s Growth: The Definitive Dental HR Conference, hosted by Bent Ericksen & Associates. It was a fantastic time with an incredible group of dental consultants, HR specialists, dentists, and office managers. I was honored...

Year-End Tax Planning Part 2

We are just over 2 months from the end of 2023! It’s important to do some planning now. Action now can minimize taxes that you owe for 2023. Things to consider: Defer as much income into your 401k plan as you can by 12/31/2023 payroll. The maximums for 2023 are...

Dental Business School: Get Great CE While Seats Are Available!

As your dental-specific Financial Coach, I want to alert you to any great learning opportunities. Here’s one that still has a few seats remaining, but they’re going fast! The Nash Institute’s Dental Business School is October 27-28 in Charlotte, NC!...

Will the U.S. Economy Avoid a Recession Next Year?

It is still a close call on whether the economy will enter a recession or not, but JP Morgan does believe slow growth is the most likely outcome, while risks for a mild recession remain. From our partners at JP Morgan….. “As the U.S. economy enters the fourth quarter,...

Stocks Take a Pause in the 3rd Quarter 2023

We are now in the final three months of 2023. No pumpkin anything for me…thank you! (except carving. I do like to carve them.) Stock markets did not perform in the third quarter of this year. Only two investment segments were up for the quarter: commodities and cash....