Year: 2020

For many of us, this is the time of year when disaster preparedness moves to the forefront. An active Atlantic hurricane season, wildfire season moving into full swing in California and the Southwest, and a recent earthquake in LA are all indicators that it’s time to start taking disaster preparedness…

Budgeting is a necessary exercise for businesses of all sizes, so whether you’re a gig-economy sole proprietor or a regional business with multiple offices, you’ll want to take the time to ensure your budget practices are good to go. In order to accomplish this, it’s vital to first understand what…

Over the last few weeks, the European Union’s massive fiscal plan and expectations of additional stimulus in the U.S. seems to be effective in raising the hopes of investors. Still, upside in stocks was limited amid continued signs the economic recovery may be stalling – likely due to stalled progress…

There’s a Zen to budgeting. Budgets are all about balance, finding the right combination of spending and saving to keep your financial house in order, enabling you to do the things you want to do, and save for the future. Keeping a budget may sound boring—OK, we know it is…

As the July 24 deadline for HHS funding rapidly approaches, Non-Medicaid dentists with Tax Identification Numbers are encouraged to apply. Clinicians who are Medicaid and CHIP participants are eligible to apply for HHS funding until Aug 3. Those who are eligible will receive 2% of their reported annual revenue. Dental…

As businesses of all sizes continue to navigate the pitfalls and opportunities presented by the COVID-19 landscape, there’s been much talk of legislation supporting them through this process. Recently two key pieces of law are making their way through Congress which could mean big things for small businesses in particular….

You’ve worked hard to build your practice, and you’ve endured the ups and downs that come with starting and maintaining a business. Now with additional uncertainties stemming from the COVID-19 pandemic, you may want to join the ranks of dental professionals who are reevaluating their marketing and client communication efforts…

With everything going on in the world, it’s easy to forget some of the mundane yet vital tasks most individuals and businesses face. 2020 Taxes are among these; a routine part of life that may get lost in the shuffle. However, even with more dramatic news breaking daily, it’s important…

Risk management is a critical function of any business plan or business practice, and including risk management in both your daily routines/procedures and long term strategy should be part of your mindset. However, as with so many aspects of business ownership and management, many questions may remain. Here we’ll explore…

The financial industry is a vast space, filled with many specialized firms, businesses, and experts. It can be daunting for a professional, let alone an informed layperson. Navigating the world of finance involves an understanding of the roles the various professionals involved play, a key indicator of which is the…

Retirement planning is a topic of much discussion right now—as it should be. Looking ahead and providing for the years to come should be part of everyone’s financial strategy regardless of the path they choose to do so. In part, this stems from the ever-changing regulations and options around retirement…

Social security is a complex issue, one that for obvious reasons grows more important as we approach retirement age. While all working people are aware social security exists and they pay into it in various ways, there are a great many of us who don’t fully understand how it works….