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Financial Planning for Dentists

Financial Planning for Dentists

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,...
What Do I Do With My Old Retirement Plan?

What Do I Do With My Old Retirement Plan?

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,...
Retirement Plans for Doctors

Retirement Plans for Doctors

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...
Cash Management

Cash Management

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,...
What is the Purpose of Tax Deferred Retirement Accounts?

What is the Purpose of Tax Deferred Retirement Accounts?

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...