Dental Insights

Is Adding an Associate Right for Your Practice?

Is Adding an Associate Right for Your Practice?

In a previous Dental Insights discussing passive income ideas, one top voted topic was: “adding an associate to your practice." We reached out to one of our Dental CPA partner firms, Benchmarks Financial Group and their president and CEO: Joelle Klovanish. With over...

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Retirement for Dentists. Time to Contemplate…

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....

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The Importance of a Dental-Specific Advisor

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.

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Only 28% of Businesses Offer a Retirement Plan

Only 28% of Businesses Offer a Retirement Plan Does Your Dental Practice Offer a 401k? New research from Capital Group reveals that only 28% of businesses with less than 10 employees offer retirement plans and only 51% of businesses with 10-24 employees offer them. 1...

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Time to Review Your Existing Dental 401k Plan

Time to Review Your Existing Dental 401k Plan

3 Reasons It's Time to Review Your Existing Dental 401k Plan Get the Most Out of Your Dental Retirement Plan In past editions of Dental Insights , we discussed the benefits of starting up a 401k plan and the tax credits available to offset the start-up costs. Today, I...

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Resources for You and Your Dental Practice

Resources for You and Your Dental Practice

Resources for You and Your Dental Practice Save Time with Handy Resources We wanted to make sure that you are aware of some resources that we have for your financial growth and the pursuit of the success of your practice. We have a YouTube page where we add new videos...

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Owning Dental Commercial Real Estate

Owning Dental Commercial Real Estate

Passive Dental Income Ideas: Owning Dental Commercial Real Estate In our last Dental Insights newsletter, we asked you to vote on which passive income ideas you wanted to hear more about. The top response was “Owning commercial real estate”. We believe this is one of...

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Passive Income for Dentists

Passive Income for Dentists

Passive Income for Dentists 5 Options for Dental Practices One of the hot topics in dentistry is finding passive income opportunities for dentists. For many dentists being behind the chair for 30+ years is not their goal. What passive income options do dentists have?...

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Secure Act 2.0 for Dentists: Take Action Now!

Secure Act 2.0 for Dentists: Take Action Now!

Secure Act 2.0 for Dentists Information for Your Dental Practice The Secure Act 2.0 of 2022 maybe be the most impactful legislative change to retirement laws in the last 17 years. It has opportunities galore for dental practices and dentists who are aware and take...

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ARE YOU READY TO TAKE YOUR GOALS TO THE NEXT LEVEL?