Finance32: Dental School’s Missing Curriculum
Finance32: Dental School’s Missing Curriculum
Great clinical skills simply are not enough for dentists to achieve financial success. Let Buckingham Strategic Wealth's Practice Integration Advisors share what else you need to know to realize your lifetime goals and obtain financial peace of mind.
Buckingham Strategic Wealth

Displaying 51-75 of 86
1 2 3 4
Page 3 of 4
Do I Have to Pay Income Taxes or Estate Taxes on My Inheritance?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. In 1789, Benjamin Franklin wrote, “Our new Constitution is now established and has an appearance that promises...  Read More
What Is a Living Trust and How Does it Work?
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. Most estate plans include a will that identifies who should receive your assets upon your death. Under most state...  Read More
Establish an Estate Plan Aligned with Your Objectives: What Is Probate and Why Should I Avoid It?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. Throughout the year, my colleagues and I have touched on various strategies for estate planning. With the passage of last year’s tax...  Read More
Coffee Talk: Year-End 2018 Tax-Planning Considerations
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. “The days are long but the years are short.” Becoming a new mother this year, this statement has never rang...  Read More
Coffee Talk: Utilizing the Qualified Business Income Tax Deduction
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. Along with a lower corporate tax rate (21 percent), the Tax Cuts and Jobs Act of 2017 developed a Qualified Business...  Read More
Establish an Estate Plan Aligned with Your Objectives: What Is a Living Will?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. One key element of a comprehensive financial plan is a proper estate plan. While this can feel like a morbid topic, it is the...  Read More
What Is a Springing Power of Attorney and Why Do I Need One?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. Planning for death or disability isn’t something most clients eagerly check off their to-do list. My husband and...  Read More
Establish an Estate Plan Aligned with Your Objectives: What Are a Good Estate Plan’s Essential Elements?
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. First, a word of caution. A competent attorney should prepare all estate-planning documents. This is not a...  Read More
Manage Risk Through Proper Insurance Coverage: Why Do Dentists Need Overhead Expense Disability Insurance?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. In 2014, a highly skilled endodontist and practice owner was walking in a mall. Slightly distracted as she was entering a store, she...  Read More
Manage Risk Through Proper Insurance Coverage: How Does Personal Disability Insurance Work?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. Dr. Smith was out running errands one Saturday morning. As he was getting ready to enter a store, he didn’t...  Read More
Manage Risk Through Proper Insurance Coverage: Is Life Insurance a ‘Good Investment’?
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. From time to time, a dental client will share with me a life insurance illustration from an agent touting the...  Read More
Manage Risk Through Proper Insurance Coverage: How Much Life Insurance Do I Need?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. On August 13, 2011, a Derecho storm swept across the Midwest. A Derecho is a storm with wind gusts of at least 58 mph and damage...  Read More
I Am Selling My Practice and I Understand I Can Contribute Sales Proceeds to My Pension Plan. How Does That Work?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. A practice transition has both an emotional side and a financial side. Every dentist has a different emotional...  Read More
Design the Best Pension Strategy for Your Cash Flow: What Is a Cash Balance Defined Benefit Plan and How Do I know if One Is Right for Me?
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. Most of us are aware of the 401(k) plan and have some idea of how it works. In short, employees have the option each...  Read More
Design the Best Pension Strategy for Your Cash Flow: What Are the Various Expenses of a Qualified Plan?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. As a practice owner, one of the major concerns when identifying the right qualified plan(s) for your circumstances will be its costs....  Read More
Design the Best Pension Strategy for Your Cash Flow: I Think I Need a 401(k) Plan. Where Do I Start?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. So, you are looking to increase your contributions to a pre-tax retirement account and are wondering if a 401(k)...  Read More
Properly Align Loans with Your Debt Payment Ratio: How Often Should I Check My Credit Report?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. We recently have been discussing the debt payment ratio and various ways to improve upon your cash flow with the proper use of debt....  Read More
Properly Align Loans and Debt Payment Ratio: What Steps Should I Take to Renegotiate/Restructure My Practice Loans?
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. As a dental practice owner, your practice and equipment loans are a vital component of your business plan. However,...  Read More
Dental Practice Transitions: Is Corporate Dentistry Right for Me?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. When talking about transition models, we tend to get a lot of questions about corporate dentistry. The term corporate dentistry is...  Read More
Dental Practice Transitions: The Five Basic Models
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. While every dentist will have a different vision for their practice transition, there are some general models...  Read More
Dental Practice Transitions: Tax Considerations
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. When my dental clients get excited about the appraised value of their practice, I caution them with this advice from...  Read More
Always Know Where Your Money Goes: Popular Expense-Tracking Tools Today
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. In a previous article, I wrote about . Today, we’ll discuss some of the tools you can utilize in tracking practice and personal...  Read More
What Performance Metrics Are Important in Your Annual Plan?
Katie Collins, a Practice Integration Advisor with , helps dentists order their financial lives and reach financial peace of mind so they can better focus on what truly brings them joy. In , my colleague, Mike McAninch, discussed your practice’s annual plan. He encouraged you to start the process...  Read More
Your Practice Annual Plan: ‘Begin with the End in Mind’
Mike McAninch is a Practice Integration Advisor with , where he specializes in helping dentists connect their money and their values to realize their most important financial goals. Many dental practices carefully prepare annual plans detailing the year’s expected production, collections and...  Read More
Take a Comprehensive Approach to Investing
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. At the turn of the 20th century, “Painless” Parker promised pain-free tooth extractions as part of his Dental Carnival. He would...  Read More
Displaying 51-75 of 86
1 2 3 4
Page 3 of 4
Total Blog Activity
997
Total Bloggers
13,451
Total Blog Posts
4,671
Total Podcasts
1,788
Total Videos
Sponsors
Townie Perks
Townie® Poll
Have you ever switched practice management platforms for your practice?
  
Sally Gross, Member Services Specialist
Phone: +1-480-445-9710
Email: sally@farranmedia.com
©2024 Dentaltown, a division of Farran Media • All Rights Reserved
9633 S. 48th Street Suite 200 • Phoenix, AZ 85044 • Phone:+1-480-598-0001 • Fax:+1-480-598-3450