What You Need to Save to Retire Well

One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire?” This calculation has many moving parts but I thought today we could give you a chart with some general rules of thumb…

Get Triple Tax Benefits

A health savings account (HSA) may be the best tax benefitable tool you can use. Maximizing an HSA for health care expenses: Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it…

Market Week: February 27, 2023

With over 90% of the S&P 500’s market cap reported, we are tracking 4Q22 operating earnings per share (EPS) of $49.37, representing y/y and q/q declines of 13.0% and 1.9%, respectively. Furthermore, S&P 500 operating margins are sitting at 10.8%, down from 13.4% in 4Q21…

DCG Dental Students – After School Plans

DCG Dental Students – After School Plans and How We Can Help You Last week, I attended the Vendor Fair at the Dental College of Georgia. We met great people excited about dentistry. We gathered some good info during the vendor fair. In this issue, have the stats...