Blog

Dentists:  We have started working with a practice analytic software company to provide an add-on service for those clients who may want help quickly and easily tracking what’s going on in their practice.&nbs

A few things to check on your home insurance:

Be sure you have enough coverage to allow you to rebuild in the event of a catastrophic loss. 

The holidays may seem an unusual time to talk about budgets and financial planning.

Sometimes dentists care so much for their patients and sacrifice so much for their employees that they short themselves and their own families.

COVID-19 UPDATE:  As of 3/28/2020, RMDs can be suspended for 2020 for those who prefer to leave that money invested.  

Updated for the new SECURE Act:  For any individual born after June 30, 1949, the required beginning date for Required Minimum Distributions (RMDs) is April 1 of the year after the year in which such individual reaches age 72 (or, in the case of certain plans, if he or she is still working, after the year in which he or she retires if later).

Updated for the new SECURE Act:  For any individual born after June 30, 1949, the required beginning date for Required Minimum Distributions (RMDs) is April 1 of the year after the year in which such individual reaches age 72 (or, in the case of certain plans, if he or she is still working, after the year in which he or she retires if later).

Updated for the new SECURE Act:  For any individual born after June 30, 1949, the required beginning date for Required Minimum Distributions (RMDs) is April 1 of the year after the year in which&n

Updated for the new SECURE Act:  For any individual born after June 30, 1949, the required beginning date for Required Minimum Distributions (RMDs) is April 1 of the year after the year in which&n

Updated for the new SECURE Act:  For any individual born after June 30, 1949, the required beginning date for Required Minimum Distributions (RMDs) is April 1 of the year after the year in which such individual reaches age 72 (or, in the case of certain plans, if he or she is still working, after the year in which he or she retires if later).