Todd Doobrow, CFP

Todd Doobrow, CFP

Todd Doobrow is an independent Certified Financial Planner® fiduciary and founder of Curato Advisory, who has worked with dental and medical professionals, and their teams, for more than a decade.

Not only does he see the life of a dentist first-hand as his wife practices Periodontics and Implant dentistry, but he has entrenched himself in his clients’ practices with a voracious focus on financial efficiency.

He can be reached at Todd@CuratoAdvisory.com or 205.778.2020.

why reviewing your financial plan is important as a dental professional

Why Reviewing Your Financial Plan Matters More Than You Think

By: Todd Doobrow, CFP According to an article from the Wall Street Journal, “the average person spends…

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year end tax moves

Smart Tax Moves to Make Before Year-End

By: Todd Doobrow, CFP As the calendar winds down, now is the time to take proactive steps…

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pros and cons of selling to a dso

Selling To a DSO: Yes or No?!?

By: Todd Doobrow, CFP As the dental industry evolves, many independent dentists are considering selling their practices…

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paying off student loans vs. investing

Paying Off Student Loans Early vs. Investing: A Smart Strategy

By: Todd Doobrow, CFP As a dentist, you’ve likely emerged from dental school with some amount of…

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dentist writing down his new years resolutions

New Year’s Resolutions for Dentists: Get a Head Start Before the Year’s End

By: Todd Doobrow, CFP As the year winds down and we gear up for the holidays, many…

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benefits of dentists asking for financial help

Why Dentists Shouldn’t Be Afraid to Ask for Financial Help

By: Todd Doobrow, CFP In today’s fast-paced world, dentists face numerous challenges, from human resources, to maintaining…

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questions to ask when hiring a financial advisor

Time to Look Beyond Index Funds

By: Todd Doobrow, CFP Index funds have gained immense popularity in recent years, often lauded for their low…

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dentist creating a better financial situation

When to Change Financial Advisors

By: Todd Doobrow, CFP Break-ups are rarely ever fun but are often necessary to help us keep…

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talking with a CFP about the role of psychology in financial planning

The Crucial Role of Psychology in Financial Planning

By: Todd Doobrow, CFP Financial planning isn’t just about numbers and spreadsheets; it’s equally about understanding how…

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optimize your tax position

The Importance of Year-End Tax Planning for Dentists: Maximizing Financial Health

By: Todd Doobrow, CFP “Why does my accountant tell me in March what I should have done…

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Creating Well-Defined Specific Goals for Your Future

By Todd Doobrow, CFP | May 1, 2024

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 help them get there. Whether…

The Power of Partnership: Building a Successful Dental Practice (Insights from Dr. Jennifer Bell)

By Dr. Jennifer Bell, DDS, FAGD, FICD | April 29, 2024

Host: Dr. Tanya Sue MaestasGuest: Dr. Jennifer BellEdited By: Candy Velez CRDH Dr. Jennifer Bell shares her expert advice on finding the right fit for your dental practice and the power of partnership. The Importance of Practicing in Community Dr. Bell’s journey in dentistry took an unconventional turn when she chose to partner with a…

Sequencing a Full-Mouth Rehab: Anterior or Posteriors First?

By Dr. Leonard Hess, DDS | April 26, 2024

The correct sequence to begin a full-mouth rehab is tobegin with the anterior teeth first, particularly the lower anterior teeth. By: Dr. Leonard A. Hess, DDSClinical Director, The Dawson AcademyThe Article Originally Appeared on TheDawsonAcademy.com The question is, what would happen if one restored the posterior teeth first as many of us were counseled to…

Help…My Dental Assistant is Complaining About My Equipment!

By Ronda Holman | April 24, 2024

By: Ronda Holman Hi dear reader, my name is Ronda Holman and I have been sitting across from a dentist for a living for the last 25 years. I thought it might be time to make some written confessions as to what I have been guilty of over the years and how my dentist was…

Buyer Beware: No Team Introduction Equals No Goodwill

By David Rice | April 22, 2024

By: Dr. David Rice  Buying a dental practice is multifaceted and as a buyer, you need to navigate through various aspects of potential purchases to make your most informed decision. I want to talk about one of the best lenders like Provide … and one that’s often overlooked … Get to Know the Dental Practice…

Navigating TMD: Exploring Practice Transformation

By Dr. Michelle Lee, DDS | April 19, 2024

How Studying and Treating TMDTransformed One Dentist’s Practice for the Better By: Michelle Lee, DDS When Dr. Michelle Lee embarked on her dental career, she felt like there was a missing piece in how she approached dentistry. Discovering the power of TMD ultimately made her work more fulfilling and effective. Dr. Lee relates her journey…

Unlock Your Dental Education Potential with The Ivoclar Academy

By Nicola Kowal | April 17, 2024

By: Nicola Kowal, Ivoclar Education Manager In the dynamic landscape of dentistry, continuous learning is paramount for professionals striving to deliver top-tier care. Enter The Ivoclar Academy, a trailblazing hub for comprehensive dental education, seamlessly blending traditional in-person learning with cutting-edge virtual resources. Easily Register for The Ivolcar Academy Online Gone are the days of…

Building a Strong Dental Team: Trusting Your Gut and Learning from Mistakes with Dr. Jennifer Bell

By Dr. Jennifer Bell, DDS, FAGD, FICD | April 15, 2024

Host: Dr. Tanya Sue MaestasGuest: Dr. Jennifer BellEdited By: Candy Velez CRDH We are back with Dr. Jennifer Bell as we explore the challenges of building a dental team and the importance of trusting your gut. Follow along as Dr. Bell shares her experiences and the valuable lessons she has learned throughout her journey. Trusting…

Q&A with Dr. Hess: Patients Who Have More Pain After Wearing a B-Splint

By Dr. Leonard Hess, DDS | April 12, 2024

By: Dr. Leonard A. Hess, DDSClinical Director, The Dawson AcademyThe Article Originally Appeared on TheDawsonAcademy.com Question: What can I do with a patient who has more pain after wearing a B-Splint? Answer: The first thing is, take it out. You knew that already. The point is – the pain got worse. Now I don’t know…

Navigating Tax Season for Dental Owners & Associates

By Todd Doobrow, CFP | April 10, 2024

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 Lower Your Taxes & Improve Your Financial Situation Here are four…