What Should I Do with My Tax Refund?
If you're expecting a refund, making a plan for it can help you and help others.
How Does High Inflation Impact Your Finances?
Inflation dominated news headlines last year, as we saw the 2021 rate surge to 7%, and has carried over as a commanding topic into 2022. So, what does this mean for your financial picture and should you be concerned?
What is Your Biggest Financial Lesson? - Interview with Financial Planner Haley Tolitsky
What is your biggest financial lesson? Three Certified Financial Planner™ professionals and Financial Planning Association NexGen leaders share their biggest financial lessons learned over the years.
Have You Signed Up for Your Employer’s Retirement Plan? Tip: Participate as Soon as You're Eligible!
One of the biggest financial regrets of retired individuals is having waited too long to start saving. As soon as you become eligible, take the time to understand your retirement plan options and get signed up! Adviser Haley Tolitsky provides this guide to get you started.
Trading versus Investing: What’s the Difference?
Understand the differences between the two strategies before you take action.
How to Buy Your First Home
Watch adviser Haley Tolitsky outline the details of the homebuying process on 'The Street', a financial news and financial literacy website. Bob Powell from The Retirement Daily interviews her about her new homebuying purchase for this edition of the NextGen Money topic.
The U.S. Retirement Crisis – Dentists Aren’t Immune
News headlines have been spreading fear that Americans are not doing enough today to reach their retirement goals. Dentists and their employees should be aware of this crisis in order to face the issues surrounding it, as well as to determine a resolution to avoid it.
The Backdoor Roth: A Valuable Tool for High-Income Earners
High-wage earners, such as dentists, often face a conundrum: they need to save more to enjoy a quality of life in retirement that is comparable to the one they enjoy now; however, some retirement accounts, such as Roth IRAs, have earnings limits that exclude these professionals from participating.
6 Financial Planning Tips for Female Dentists
Dentistry may be a male-dominated field, but the times are rapidly changing. More women than ever are dentists, with even more in dental school.
Cash Balance Plans: A Retirement Planning Strategy to Save Taxes and Create Wealth
With summer’s arrival, you may be dreaming of retirement so that you can enjoy the R&R of the season all year long. As a practice owner, you have a unique retirement planning strategy often favored by high-earning entrepreneurs: the cash balance plan.
