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CARES ACT – FAQs on Retirement Plans
The CARES Act was signed into law on March 27, 2020, and…
Paycheck Protection and Economic Injury Disaster Loans – Assistance Made Easy
The discussion among many small business owners is how to utilize the…
Paycheck Protection Program – Breaking News: Applications to Begin April 3
Guidance issued from the Treasury Department The Paycheck Protection Program, starting this…
Get a 7(a) Loan, Lay Off or Furlough Staff?
Get a 7(a) Loan, Lay off, or Furlough? Is it Preferable to…
CARES ACT UPDATE
As of March 26, the Coronavirus Aid, Relief and Economic Security Act…
The Importance of Communication: How to Talk to Your Dental Patients About COVID-19
The novel Coronavirus/COVID-19 continues to cause fear and concern around the world….
How to Choose a Financial or Tax Adviser
Money management is a critical component of both business and personal success—frankly,…
ABC’s of Business Interruption Insurance
Natural disasters such as hurricanes, tornadoes, and blizzards cause direct physical damage…
Keeping Your Practice Safe During the COVID-19 Pandemic
We’ve had the discussion surrounding the events caused by the coronavirus/COVID-19 and…
Further Thoughts on Coronavirus and Finances
We’ve addressed the evolving situation around coronavirus/COVID-19 in both our podcast and…
6 Retirement Tips You Haven’t Heard a Million Times
When looking for retirement information and retirement tips you haven’t heard before,…
5 Retirement Planning Trends Employers Need to Know
Employers use retirement plans to help them recruit and retain the best…
Do You Want News or Financial Insight?
We live in a society where we are taught to crave and…
How to Get More Positive Reviews and Become the Most Popular Dentist in Town
It’s easy to feel like running a successful dental practice in the…
Changing Your Retirement Mindset for Your Investment Strategy
Humans are not very good at making healthy long-term decisions. Our natural…
Foster Employee Engagement with Financial Education
Employee engagement is the biggest challenge for businesses of all sizes. One…
Wealth Management and Your Child’s College Education
Every parent and grandparent want the best for the next generation. For…
No Shows and Cancellations Happen. Don’t Let Them Be a Waste
Patient no shows and cancellations can throw off your entire schedule. Automated…
How to Better Help Employees Plan for Retirement
You want your employees fully engaged with the mission of your company….
News Channels Sell Suppositions about the Economy
The U.S. economy generated an impressive 266,000 jobs in November, in part…
Stay Safe Online While Traveling and Shopping
We hope your holidays will be filled with family, friends, merry-making, and…
Wealth Management, Philanthropy, and How You Can Make a Bigger Impact
Does philanthropy have a role in a wealth management strategy? One of…
Patient Conversations: Getting THEM To Ask The Questions
It happens to every dentist. After an exam, you talk to the…
5 Financial Concepts to Learn to Get the Most Out of Your 401(k)
Understanding a core group of financial concepts can make the difference between…
