by Andrew Newhouse | Aug 30, 2022 | Blog
Financial Planning for Dentists Written by: Andrew Newhouse When it comes to career plans, there can be a lot of differences for dentists fresh out of dental school. Some want to become practice owners, others want to work for a corporation. Whichever path you choose,...
by Derek Melvin | Aug 9, 2022 | Blog
Author: Derek Melvin What Do I Do With Old My Old Retirement Plan? Today is the last day at your soon to be former employer. At this point, I am sure there is plenty going through your mind. Some may be ecstatic to be leaving and looking forward to what is next,...
by Andrew Newhouse | Aug 3, 2022 | Blog
Written by: Andrew Newhouse The most common questions that I receive from my physician clients are on retirement plans. Every employer offers something a little different. Utilizing tax-advantaged retirement plans is attractive for highly compensated doctors, but it...
by Antwon Weary | Jun 3, 2022 | Blog
Written by: Antwon Weary Benjamin Franklin is a friend that everyone would like to keep close to, if you know what I’m saying. The $100 bill is one that most people wouldn’t mind holding onto for a really long time. But not everyone can carry Benjamin in their pocket,...
by Karl Rainer | Dec 28, 2021 | Blog
Written by: Karl Rainer When designing a long-term savings plan, you will generally want to start by utilizing any tax-advantaged accounts you have available. Today we’ll dive into what is the purpose of tax deferred retirement accounts. Before taking a deeper dive...
