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Articles

Why You Need a Financial Roadmap...Do You Know How to Build One? Tips on How to Get Started Thumbnail

Why You Need a Financial Roadmap...Do You Know How to Build One? Tips on How to Get Started

Using a financial road map to track your progress is a great way to stay organized and accomplish your financial goals. It allows you to get organized by breaking down the steps needed to achieve your short- and long-term financial aspirations. Having your own roadmap can help keep you accountable and remind you why you are working towards these goals.

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Defining the Future of Finance Thumbnail

Defining the Future of Finance

There is an abundance of new acronyms and words these days in the financial world and stock market. It can be overwhelming and challenging to keep up with these unfamiliar terms and to determine what the future of finance will look like. How does this trendy terminology relate to your investments, financial plan and the dental industry? Stay tuned.

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Uncertainty Brings Incentive - a New Type of Retirement Plan Thumbnail

Uncertainty Brings Incentive - a New Type of Retirement Plan

There is ambiguity in future legislation surrounding retirement savings, taxes, student loans, and COVID-19 support. The Biden proposals could alter the retirement plan landscape, which some anticipate to be a potential heavier regulatory hand in order to promote better workplaces and employment opportunities for all. There is anticipation within the first 100 days of the Biden administration to mandate employers to provide auto-enrollment plans so that almost all workers will have access to an 'automatic 401(k),' and we may see additional incentives for adopting these plans. For small- and mid- sized businesses there is an attractive option that is new this year to consider with several key benefits: a PEP.

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Three Financial Planning Steps to Take Before Year-End Thumbnail

Three Financial Planning Steps to Take Before Year-End

Most likely your financial situation and goals have shifted slightly over the past year. Reviewing and updating (or creating) your financial plan may seem cumbersome, but it's crucial for establishing a successful financial future. Financial Planner Haley Tolitsky outlines steps to take to tidy up your finances and prioritize for the upcoming year on 'The Street', a financial news and financial literacy website.

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6 Must Know Financial Tips for Young Professionals Thumbnail

6 Must Know Financial Tips for Young Professionals

Young professionals face a variety of financial challenges, such as paying off debt, saving for the future, navigating workplace benefits, and starting a family. It can seem overwhelming to understand what you should be doing now for a successful future. Given recent uncertainty surrounding COVID-19 and market volatility, now is a great time to review your finances and make an actionable plan.

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Proud Sponsors of the 2020 NC Dental Society Foundation Golf Challenge Thumbnail

Proud Sponsors of the 2020 NC Dental Society Foundation Golf Challenge

We are excited to support our dental community as a hole sponsor in the 2020 Golf Challenge by the North Carolina Dental Society Foundation being held in Pinehurst, NC on August 13th - 14th. Updated August 2020: The NCDS raised more than 40 thousand dollars for the NC Dental Society Foundation through this year's Golf Challenge. Proceeds help fund the NC Missions of Mercy (MOM) program and its dental clinics.

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A New Option to Enhance Retirement Plan Opportunities: Pooled Employer Plan (PEP) Thumbnail

A New Option to Enhance Retirement Plan Opportunities: Pooled Employer Plan (PEP)

An improved type of retirement plan solution has been announced. The Pooled Employer Plan (PEP) is a single plan that bundles together unrelated employers from unrelated industries. As a member of a PEP, the employer does not take on additional risk associated with other employers in the plan. By facilitating access to high-quality retirement plans at a reasonable cost, PEPs are expected to give small businesses an additional incentive to provide retirement benefits to their employees.

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