Below you'll find a list of all posts that have been tagged as “Financial Planning”
By Brandon Rains, J.D. From the Spring 2022 Journal of the Colorado Dental Association The last two years have highlighted how fragile life can be. Of course, COVID is not the only dynamic over this time, and each of us has dealt with unique hardships regardless of how connected they are to COVID. While the topic is grim, it is far …
From the Fall 2019 Journal of the Colorado Dental Association Take the below quiz based on your practice statistics and see if any answers surprise you. No cheating! Student Loan Debt If you are concerned about paying off your student loans, a good starting point is to list all your outstanding debts, with their monthly payments, interest rates and time …
By Dave Miller, Vice President, Bank of America Practice Solutions From the Summer 2019 Journal of the Colorado Dental Association Did you know that when you borrow $500,000 on a 10-year loan, the difference between 5% and 5.25% is approximately $7,500? That’s a difference of only $63 a month. Now imagine your bank requires you to keep a checking account with …
By Darren Royal From the Spring 2019 Journal of the Colorado Dental Association Americans pride themselves on making their own decisions, and when to retire is an important one. But it takes money to retire, and the shift away from traditional pension plans leaves many Americans ill-prepared to retire when they want to. Employees who struggle with their finances find it …
By Darren Royal From the Fall 2018 Journal of the Colorado Dental Association As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there’s no better time for tax planning than before year-end. That’s because there are several tax-smart strategies you …
By Darren Royal From the Spring 2018 Journal of the Colorado Dental Association Dentists, like physicians, and other small business owners have similar concerns when setting up a 401(k) plan. They want to provide employees with an attractive workplace and a rewarding benefits package that includes a 401(k) plan, but they don’t have a dedicated staff member to assist with …
