Well-Being

Setting The Stage For The 2020 Wealth Transfer.

Question: David, can you explain how I can use my Roth IRA to purchase the back-end of a note at a large…

“By age 35 exercise isn’t a should – it’s a must.” Dental professionals are like formula one high performance race cars. Certainly…

In this issue of The Profitable Dentist, editor Steve Parker speaks with Dr. Bill Williams, director of the 5M Mastermind, author of…

The 4 Financial Mega-Trends Affecting Your Ability to Retire from Private Practice and Achieve Financial Freedom

Question: I have recently terminated our office 401K plan (thanks for your guidance) and rolled the cash assets that belong to my…

Why 401(k)s Were Never Intended to be Your “Plan A” for Retirement

Begin With the End in Mind and Reverse Engineer!

As the barriers separating medical and dental treatment continue to fall, it becomes increasingly important that we expand our ideas, approaches, and…