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    Jeffrey E. Wherry, CFP®, ChFC®, AIF®

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    Dental Practice Business Tips
    Dental School Tips
    Financial Planning
    Retirement Planning

    Retirement Planning for Dentists: How To Make Your Money Last

    Oct 16, 2023 11:04:00 AM
    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...

    How to Financially Prepare For a Recession

    Aug 7, 2023 9:00:00 AM
    With all the discussion in the media about an impending recession, we thought this would be a good time to share with you our thoughts about — not...

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

    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?"

    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

    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...

    Understanding Investment Returns

    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...

    Dental Retirement planning (Part 2 of 2)

    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...

    6 Steps Dentists Take to Build a Retirement Plan

    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...

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

    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 best...