By: Todd Doobrow, CFP “Why does my accountant tell me in March what I should have done last November?!?” It is a common complaint we hear from dentists when it comes to their tax planning, and it needs to change now. Tax planning is a critical aspect of...
By: Todd Doobrow, CFP As we head into summer, we are finding many dentists “finally” prioritizing the business generated by their own two hands. Whether you're planning for retirement, baffled by student loans, saving for your children's education, or investing for...
By: Todd Doobrow, CFP When we ask clients what they want for their futures, very few have a clear picture. Often using words like “hope” and “more” to describe their actions, there is no clear end game in sight. Few have specific goals and even fewer are on paths to...
By: Todd Doobrow, CFP Tax season can be a stressful time for both dental owners and associates. However, with careful planning and strategic decision-making, you can significantly reduce your tax burden and keep more of your hard-earned money in your pocket. 4 Ways to...
By: Todd Doobrow, CFP As dental professionals, you dedicate your lives to ensuring the oral health and well-being of your patients. However, amidst the rigors of running a successful practice, it's essential not to overlook the importance of sound financial planning....
By: Todd Doobrow, CFP When patients come to your office, they know who they think you are. They assume you not only have an undergrad degree but continued your education for another four years and graduated from an accredited dental school. You might have even...
Your ability to earn income should be protected - in the most meaningful way for you and your family. By: Todd Doobrow, CFP Maybe you will read this...who knows what piques your interest? If you do stick with us, here is a crazy story for you. I have a...
Treating your savings as another “must pay” bill is more likely to set you up for long-term success,but still allows you to enjoy life along the way. By: Todd Doobrow, CFP Let’s go ahead and get it out there – I don’t like budgets. The concept is great, but in...
By: Todd Doobrow, CFP Your life as a doctor is complex in many ways. It started with dental school – additional years of training accompanied by hundreds of thousands of dollars in student loans. And as can be expected the focus of your classes was...