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How to Plan for the Future (as a New Dentist)

Posted on Jul 12, 2021 9:00:00 AM

Planning for the future is important, and it's a big part of the life and work of a dentist. Understanding what you can consider for your future, and ...

What Makes Dentistry "Worth It?"

Posted on Jun 2, 2021 9:00:00 AM

Whether dentistry is “worth it” as a career path is something only an individual can decide. If it's what you want to pursue, and you're ready for ...

When to Start Applying for Associate Dentist Jobs

Posted on May 17, 2021 9:00:00 AM

Getting through dental school and preparing to move into the working world can be an exciting time. To help maximize your ability to move from dental ...
Dentist-Retirement-planning

Understanding Investment Returns

Posted on Oct 28, 2016 7:45:44 AM

At our firm, we find that once clients are settled into practice, they have disposable income that they are channeling into 401(k)s, other retirement ...
Dentist-retirement-planning-part-2

Dental Retirement planning (Part 2 of 2)

Posted on Sep 30, 2016 3:09:18 PM

Contributed by Jeffrey E. Wherry, CFP®, ChFC®, AIF®: Managing Director, Wealth Management - Treloar & Heisel Wealth Management   One of the worst ...
Dental-Retirement-Planning-2

Retirement planning (Part 1 of 2)

Posted on Sep 23, 2016 3:05:15 PM

Perhaps you’ve started setting aside some money toward retirement in one or more different savings vehicles. Or maybe you’d like to save, but you ...
Investment-planning-for-dentists

A “Three-Account Cash Flow System” The Building Block of a Financial Plan

Posted on Feb 26, 2016 12:25:22 AM

  Choose any consumer financial magazine and scan the table of contents. The majority of content often focuses on the same repetitive topics – the ...
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