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3 Considerations Before You Sell Your Dental Practice

Posted on Aug 15, 2022 9:00:00 AM

As a dental entrepreneur, investing in the real estate or lease for your practice was a crucial decision that has helped you drive long-term success ...
man on computer

Retirement Planning: 3 Reasons You Should Start Early

Posted on Jul 13, 2022 9:00:00 AM

Retirement planning is a crucial part of your comprehensive financial plan. The earlier in your career you start preparing for it, the more you can ...

Tips for Transitioning from Practicing to Retired Dentist

Posted on Mar 11, 2020 9:00:00 AM

Heading into retirement? Make sure your transition from practicing to retired is as seamless as possible with these tips.
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 ...
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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 ...
Dental-Retirement-Planning

Tax-smart Retirement Planning

Posted on Jun 3, 2016 9:53:01 AM

In our line of work, we find that when it comes to understanding their retirement planning options, people are confused by the differences between ...
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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