By: Todd Doobrow, CFP According to an article from the Wall Street Journal, “the average person spends about 40 hours planning a week-long vacation, yet less than an hour a year on their finances.” With that in mind, we know many financial advisors are currently...
By: Todd Doobrow, CFP As the calendar winds down, now is the time to take proactive steps that can lower your 2025 tax bill and set you up for success in 2026. Here are a few key strategies to consider before December 31: Maximize Retirement Contributions Boost your...
By: Todd Doobrow, CFP As the dental industry evolves, many independent dentists are considering selling their practices to Dental Support Organizations (DSOs). DSOs offer management and administrative support, allowing dentists to focus more on clinical care. However,...
By: Todd Doobrow, CFP As a dentist, you’ve likely emerged from dental school with some amount of student loan burden. According to the ADA, the average dental school graduate owes over $290,000 in student loans. Faced with this debt, many dentists debate taking one of...
By: Todd Doobrow, CFP As the year winds down and we gear up for the holidays, many of us start thinking about New Year's resolutions. For dentists, this is a great time to reflect on personal and professional goals, especially since the final weeks of the year can...
By: Todd Doobrow, CFP In today’s fast-paced world, dentists face numerous challenges, from human resources, to maintaining the latest technology to managing rising operational costs. Despite their expertise in oral health, many practitioners find themselves hesitant...
By: Todd Doobrow, CFP Index funds have gained immense popularity in recent years, often lauded for their low fees, diversification, and ease of use. However, while they offer a straightforward investment strategy, it may be time for investors to consider alternatives...
By: Todd Doobrow, CFP Break-ups are rarely ever fun but are often necessary to help us keep moving forward. Whether firing a difficult patient or moving on from a significant other, closing one door hopefully leads to another opening. This is no different when...
By: Todd Doobrow, CFP Financial planning isn't just about numbers and spreadsheets; it's equally about understanding how human behaviors influence our financial decisions. Psychology plays a pivotal role in shaping how individuals perceive, prioritize, and manage...