Articles

We are proud to announce that financial planner, Haley Tolitsky, has passed the CFP® certification examination.

We were proud to support our dental community as a hole sponsor in the 2019 Golf Challenge by the North Carolina Dental Society Foundation.

We were proud to support local charities in Wayne County as a hole sponsor in the 2019 Andy's Foundation Golf Classic.

We are honored to be a Silver Level Sponsor of the 2019 NCDS 163rd Annual Session.

We were proud to help sponsor a hole and celebrate 70 years with Seegars Fence, as it held its annual golf tournament and Friday Night Casino Affairs.

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.

If you’re behind on saving for retirement, good news. The IRS recently announced 2019 contribution limit increases for a range of retirement accounts.

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.

We were proud to support our dental community as a hole sponsor in the 2018 Golf Challenge by the North Carolina Dental Society Foundation.

Medicare’s open enrollment begins this month, and if you are already receiving Medicare, now is an ideal time to review your coverage.

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.