BlogPosts

Category:
 Evaluating AUM Fees for Small Practice Retirement Plans
When it comes to personal financial planning, the industry is starting to move towards ,which is a welcome development for doctors and dentists who are highearners and high net worth (though not necessarily at the same time).When charged for personal financial planning services, can be even more...  Read More
How To Reduce Your Practice Retirement Plan Cost
It is well-known that the majority of retirement plan providers thatserve the small and mid-sized retirement plans are bundled platformsthat make most of their money via asset-based fees.  Many plan providersdo not offer the best available solutions to small solo and grouppractice plans, and this...  Read More
Small Practice Retirement Plans: How They Are Different
At first glance, the only difference between small practice and large company retirement plans is the number of participants. Everything else would seem to be identical – both plans have a Third Party Administrator, a record-keeper, a custodian, an investment adviser, mutual funds,...  Read More
Retiement Plans for Small Practices
My QuantiaMD presentations on retirement plans for small practices with important information that very few plan providers and vendors will ever share with you before you start a small practice plan (audio + slides, 15 minutes):http://quantiamd.com/player/ygrmdgmtk?cid=1467  Read More
Continuous Improvement: Excess Inventory
Continuous Improvement: Excess Inventory“Insanity is doing the same thing, over and over again, but expecting different results.”“Never put off till tomorrow what may be done day after tomorrow just as well". From: "More Maxims of Mark”“I have not failed. I've just...  Read More
Five Principles of Investment Management
Whether you are a do-it-yourself investor or you work with anadviser, there are several basic principles you should be aware of thatcan help improve your investment performance. Even though many of theseare considered ‘common sense’ by those who are educated about investing,not everyone...  Read More
How to Run a Successful Retirement Plan: A Guide for Medical and Dental Practices
Whether you have an existing plan, looking to open a new plan or upgrade the plan you already have, there are four things you need to consider that can significantly improve the quality of your plan: having the right plan design, minimizing plan cost, managing your fiduciary liability as a plan...  Read More
A Primer on Retirement Plans for Small Business Owners
 So you are now ready to open a retirement plan for your business.Whether you are looking to minimize taxes or provide a valuable perk toyour employees, there are many different choices available depending onwhat you are trying to accomplish. Which plan should you open? SEP IRA?SIMPLE IRA?...  Read More

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