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How to Choose the Right Trustee
Estate planning necessitates thoughtful consideration in selecting a trustee, a crucial decision…
What Happened With Gamestop
Let’s open this one with a caveat: the situation which we’re discussing…
How Much Home Can I Afford?
Homeownership is a cornerstone of the American dream and plays a significant…
The New Year: Partly Chaotic with a Chance for Opportunity
Happy New Year to our clients and readers. It took a few…
Five Reasons Not to Buy Annuities: Are Annuities Good or Bad Investments?
Many investors wonder if annuities are good or bad. Despite the financial…
What Biden’s Tax Plan Looks Like (And What It Means For You)
Any transition is a time of uncertainty, but moving into the New…
Tax Deductions Dentists May Be Overlooking
For good or ill, dentistry is a business, and your financial health…
Protecting Your Assets From Nursing Home Expenses
Retirement is a major financial goal for most of us, the culmination…
What To Do If You Become Disabled
It only takes a single jarring moment to throw your life off…
Have You Finished Your Treatment Plans For The Year?
2020 is drawing to a close, and while that likely evokes a…
The “Start, Stop, Start” Method of Retirement Planning
It’s never too early to start planning for a successful and comfortable…
Making the Most of Unused Dental Benefits
There’s a lot on all of our minds as this year draws…
Finances After Marriage
Most Americans–80% plus–get married at some point in their lives. And for…
Market Perspectives October 26 2020
The initial phase of the economic restart has been quicker than expected,…
How to Attract Millennial Patients to Your Dental Practice
Much has been made of the impact Millennials–now predominantly in their 30s–have…
The Importance of Dental Insurance
Dental insurance is one of those things we all know we should…
Always and Nevers by David Darab DDS MBA
Our very own Dr. David Darab has published a book recently. ALWAYs…
Business Planning and Civil Unrest, Part 2
As the title suggests, this is a second in a two-part series,…
Market Perspectives October 2020
A Consequential Election The U.S. Presidential election is expected to have big…
Summary reporting requirements for recipients of the Provider Relief Fund (PRF)
As of September 19, 2020 the Department of Health and Human Services…
Business Planning and Civil Unrest, Part 1
Business planning is at least in part about risk management and risk…
What You Should Know About Emergency Funds
Life is fraught with uncertainties and the unexpected, which is why an…
Market Perspectives September 2020
Stocks enjoy another banner week amid elevated risks. Second-quarter earnings data was…
Charitable Giving and Your Business
As we navigate the ever-evolving situation that is 2020, we must not…
