Jun 5, 2026 | Events, Topics, Upcoming Events
Virtual Student Loan Changes Are Coming July 1. Are You Prepared? WEBINAR: Student Loan Repayment Strategies 2026 Educational webinar for dentists, physicians, and professionals navigating major student loan updates. Overview Significant changes to federal student...
Jun 1, 2026 | Blogs, Retirement Plans, Topics
A More Flexible Way to Think About Retirement What if I’m being too conservative? What if I spend too much too early and regret it later? What if I don’t enjoy retirement because I’m afraid to touch my money? What if the way I’m spending now...
May 4, 2026 | College Planning, Guides, Topics
Trump Accounts vs. 529 Plans vs. UTMA: Choosing the Best Savings Account for Children When it comes to securing a child’s financial future, parents and guardians have more options than ever. The introduction of the One Big Beautiful Bill Act in July 2025 created...
May 1, 2026 | Checklists, Topics
Dental Practice Exit Strategy A 10-Point Readiness Checklist For most practice owners, a dental clinic is not just a business—it is their largest single financial asset. However, a successful and lucrative exit does not happen overnight. The most profitable practice...
Apr 27, 2026 | The Financial Quarterly
The Financial Quarterly | Quarter 1, 2026 Review and Outlook Stocks ended a volatile first quarter down, posting their worst first-quarter performance since 2022.1 Is this a natural pullback from frothy market highs or a sign of more turbulence ahead? Let’s take...
Apr 20, 2026 | Checklists, Topics
Dental Practice Ownership Readiness A 10-Point Self-Assessment Transitioning from an associate dentist to a practice owner is the most significant financial and professional step of your career. However, securing a dental practice loan and successfully managing a...
