It happens to every dentist. After an exam, you talk to the patient about their treatment options. The patient seems to understand. You ask them if they have any questions and the patient politely says that they don’t. Then the patient checks out and never comes back for the needed…
Understanding a core group of financial concepts can make the difference between retiring comfortably and never being able to retire. Most high schools and colleges don’t teach financial literacy, and as a result, many of us have to learn the hard way to manage our money. The good news is…
Could the retirement plan you offer your employees help improve employee engagement? Employee engagement is one of the hardest puzzles for most businesses to solve. But, increasing engagement is essential if you want to grow. Your level of employee engagement is directly tied to your office culture. If you want…
One of the first lessons we learn as human beings is that every choice has a consequence. One of those consequences is that each decision we make both opens and closes doors to other opportunities. When it comes to decisions around money, it can be hard to handle the idea…
One of the most challenging parts of running a successful dental practice is deciding where to focus your efforts. You are only one person, and you only have 24 hours in a day. Growing your dental practice may be high on your wish list, but your plate is full with…
The U.S. stock market, which is trading at all-time highs, tends to rise when there is no overhead resistance and economic indicators point to strength. The trajectory of markets has its foundation in the country’s democratic political system and its market-based, capitalist economic system. Using a simple theory, the stock…
Building wealth doesn’t have to mean sacrificing happiness and pleasure now for a better life in the distant future. You’ve read all of the financial advice that tells you to skip the lattes and the avocado toast if you want to have a decent retirement. But this advice misses the…
Are you getting the most out of your team? Did you know that you can use your company’s 401(k) retirement plan to help motivate your employees? While 401(k) plans are tightly regulated, employers still have significant amounts of flexibility in several critical areas, including plan eligibility and profit-sharing. With some…
When people talk about wealth management, they are usually talking about asset management. An asset is an economic unit that you own or control, with the expectation of a future financial benefit. If you want to increase and protect your wealth, you need a strategy for the building and acquisition…
History has a way or repeating itself, which leads us to believe that another recession is almost a certainty. It’s not so much a question of if, but rather of when. Historically, the American economy has grown in fits and starts, otherwise known as recessions and expansions. As a result,…
