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What Is Financial Wellness?
While it’s true that money isn’t everything, it also must be said…
Understanding the Coming Inflation Problem
2020 was a tumultuous year for both the global and the US…
Fed Chair Warns of Risks, Opportunities, for US Economy
The last year has been a wild ride, from an economic perspective….
Market Perspectives: Bulls, Bears, and the end of a Pandemic
When it comes to investing, most of us consider the markets to…
The Outlook for Mortgages and Real Estate in 2021
2020 was a tumultuous year on all fronts, and most investors and…
When to Start Taking Social Security
Done correctly, retirement planning is a process that spans most of your…
About Bitcoin
Bitcoin’s been in the news for years, and with good reason. Over…
Capital Gains Taxes and When They Apply
Capital gains taxes often come shrouded in myths and misconceptions, leading to…
How We Are Regulated By The SEC
We’re humbled by the trust our clients place in us and we…
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…
