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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.
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Buckingham Strategic Wealth
Buckingham Strategic Wealth

Should You Pay Back Your EIDL?
Posted 8/11/2021 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 14
Should You Pay Back Your EIDL?
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 the summer/fall of 2020, the Economic Injury Disaster Loan (EIDL) was one of the federal pandemic relief...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
When Do You Have to Decide on Repaying Your Economic Injury Disaster Loan (EIDL)?
Posted 6/16/2021 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 84
When Do You Have to Decide on Repaying Your Economic Injury Disaster Loan (EIDL)?
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. Legislation passed by Congress and signed into law established a COVID-19-specific category of Economic Injury...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Navigating the Three PPP Loan Forgiveness Forms
Posted 5/5/2021 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 38
Navigating the Three PPP Loan Forgiveness Forms
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. Many dentists are using springtime to clean up their books regarding any federal pandemic relief money they...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
PPP Loan Forgiveness and Taxes
Posted 1/20/2021 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 63
PPP Loan Forgiveness and Taxes
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. One of the most considerable ways the U.S. government has provided aid to small businesses during the COVID-19...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Should You Wait to Apply for PPP Loan Forgiveness?
Posted 9/9/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 111
Should You Wait to Apply for PPP Loan Forgiveness?
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. I hope our latest blog post finds you, your family and your staff all safe and healthy! This year certainly has...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
PPP Loan Forgiveness: New Timeline Means a Change in Strategy
Posted 8/26/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 50
PPP Loan Forgiveness: New Timeline Means a Change in Strategy
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. Much has changed in the last 60 days concerning Paycheck Protection Program (PPP) loan forgiveness guidelines. Most...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Unpacking the Provider Relief Fund
Posted 8/12/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 127
Unpacking the Provider Relief Fund
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. In June, the U.S. Department of Health and Human Services (HHS) announced that eligible Medicaid and Children’s Health Insurance...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Strategies to Maximize PPP Loan Forgiveness
Posted 6/24/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 85
Strategies to Maximize PPP Loan Forgiveness
Brian Roemke is a Practice Integration Advisor with , where he works with dentists to engineer and execute holistic financial plans tailored to help achieve the future they envision. The COVID-19 pandemic has had a tremendous effect on all our lives. Schools and business closed, employees shifted...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
How Best to Utilize Your SBA Loans If You Receive Both the EIDL and PPP Loan
Posted 5/27/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 100
How Best to Utilize Your SBA Loans If You Receive Both the EIDL and PPP Loan
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. There is still uncertainty for many of you regarding when you will be able to re-open your practice and what...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Ramping Back Up with the Paycheck Protection Plan
Posted 4/10/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 48
Ramping Back Up with the Paycheck Protection Plan
 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. We recently covered the following important topics arising from legislation – the CARES Act – in response to the...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
What Your Practice’s Employees Should Know About the CARES Act
Posted 4/9/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 32
What Your Practice’s Employees Should Know About the CARES Act
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. Things are likely going to be TOUGH for your team. Among all their concerns related the current global pandemic,...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
First Financial Steps Following a COVID-19 Practice Closure
Posted 4/8/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 57
First Financial Steps Following a COVID-19 Practice Closure
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 small business owner, your dental practice’s very survival may well be threatened by the present worldwide...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Common Mistakes Dentists Make with Real Estate
Posted 3/18/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 68
Common Mistakes Dentists Make with Real Estate
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. It seems that a lot of seminars dentists attend mention investing in real estate. We recently tackled a couple...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Should You Invest in Real Estate?
Posted 3/4/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 55
Should You Invest in Real Estate?
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. Dentists frequently ask us whether they should invest in real estate. The simple answer is yes. The more difficult...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Real Estate: Should I Buy or Lease My Office Space?
Posted 2/19/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 61
Real Estate: Should I Buy or Lease My Office Space?
Brian Roemke is a Practice Integration Advisor with , where he works with dentists to engineer and execute holistic financial plans tailored to help achieve the future they envision. In the eCommerce era, many shoppers form their initial opinion of a business when they visit the company’s website....  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Why Does Having Student Debt Feel So 'Bad' and Paying It Off Feel So 'Good’?
Posted 2/5/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 47
Why Does Having Student Debt Feel So 'Bad' and Paying It Off Feel So 'Good’?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. Many of us have heard Dave Ramsey’s popular radio program. He reserves time toward the end of his show to have listeners call in and...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
As a New Dentist, What Should I Do with My Student Loans?
Posted 1/22/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 91
As a New Dentist, What Should I Do with My Student Loans?
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. College these days is expensive. Tack on the extra years to complete dental school, and many new dentists are...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Should I Pay Off Debt or Invest?
Posted 1/8/2020 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 124
Should I Pay Off Debt or Invest?
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. Dentists are no strangers to debt. From accumulating student loans in dental school to incurring debt to purchase...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
How Do I Find a ‘Good’ Accountant?
Posted 12/18/2019 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 91
How Do I Find a ‘Good’ Accountant?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. Hopefully, our recent series of posts on accountants have helped you build a better sense of what to expect from this valuable...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
How Are Accountants Paid and How Are Their Fees Deducted?
Posted 12/4/2019 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 49
How Are Accountants Paid and How Are Their Fees Deducted?
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. One of the professional relationships you’ll most likely have during your career and beyond is with an...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
What Tasks Should Your Accountant Perform?
Posted 11/20/2019 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 65
What Tasks Should Your Accountant Perform?
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. In our , my colleague Tom Bodin laid out the important rationale for determining if your accountant is doing a “good...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
How Do I Know My Accountant Is Doing a Good Job?
Posted 11/8/2019 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 60
How Do I Know My Accountant Is Doing a Good Job?
Tom Bodin, a Practice Integration Advisor with , works with dentists to help them achieve financial freedom through a comprehensive approach to wealth management. Recently, we tackled . Today, I’m going to step back into a broader perspective and encourage you to assess your professional services...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Coffee Talk: Year-End 2019 Tax-Planning Considerations
Posted 10/23/2019 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 54
Coffee Talk: Year-End 2019 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. As I write this article, it’s early October and the temperature is up in the 80s. Even though Mother Nature is...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
Coffee Talk: Federal Income Tax Myths and Facts
Posted 10/9/2019 by Buckingham Strategic Wealth in Finance32: Dental School’s Missing Curriculum   |  Comments: 0  |   Views: 56
Coffee Talk: Federal Income Tax Myths and Facts
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. I am often surprised by the income tax “facts” that dentists sometimes share with me. Unfortunately, in many cases,...  Read More
Categories: Financial Planning and Investments, Practice Management, HR and Accounting
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