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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Reducing the Tax Burden When Selling a Dental Practice

By Bruce Bryen | February 12, 2024

An innovative approach to reducing the tax burden for the buyer and seller when a dental practice is sold that has used conventional financing for its acquisition. By: Bruce Bryen When the principal payments on the loan are paid by the buyer of a dental practice, they become subject to tax. The seller knows that…

How Does the Occlusal Plane Relate to the Anterior Teeth?

By Dr. Leonard Hess, DDS | February 9, 2024

By: Dr. Leonard A. Hess, DDSClinical Director, The Dawson AcademyThe Article Originally Appeared on TheDawsonAcademy.com One of the most common mistakes I see in occlusal restorations is also the easiest mistake to observe. It is interference of the posterior teeth with the anterior guidance. A perfected occlusion allows the anterior teeth to contact in centric…

Dentist Disability Insurance: You Probably Won’t Read This…

By Todd Doobrow, CFP | February 7, 2024

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 buddy who always dreamt of owning a…

Not Bringing Work Home With You

By Savanah Craig | February 5, 2024

You have a long career ahead of you, setting limitson how much work you bring home with you can prevent you from burning out.  By: Savannah Craig Arguably most people entered the dental profession to help people and to make a difference in the lives of those around us, particularly our patients. As members of…

3 Fatal Flaws of Denture Design

By Dr. Kimberly Daxon, D.D.S. | February 2, 2024

Overcoming these 3 common flaws will give you very happy patients! By: Dr. Kimberly Daxon, D.D.S.The Article Originally Appeared on TheDawsonAcademy.com There are three main areas that need attention when designing complete denture prostheses. When these three things are not accomplished, it can lead to misfits and patient dissatisfaction. I see it all the time….

Buying a Dental Practice vs. Investing in a Start-Up

By Dr. Hannah Crowell | January 31, 2024

Weighing the Costs of Something Borrowed vs. Something New By: Dr. Hannah Crowell Deciding to embark on a career in dentistry is an exciting journey, and one of the pivotal decisions you’ll face is whether to acquire an existing dental practice or build one from the ground up. Both options come with their own set…

Invest For the Future – or FOMO?

By Todd Doobrow, CFP | January 31, 2024

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 reality, very few people stick to…

Help! My Dental Assistant Won’t Learn New Things!

By Ronda Holman | January 29, 2024

Don’t be the dental assistant who won’t learn new things.Find comfort in the new thing – even if the new things are scary at first. 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…

Why Do I Keep Having to Adjust the Anterior Teeth When Restoring?

By Dr. Leonard Hess, DDS | January 27, 2024

By: Dr. Leonard A. Hess, DDSClinical Director, The Dawson AcademyThe Article Originally Appeared on TheDawsonAcademy.com One of the main problems we see when we are restoring an anterior tooth that’s just recently chipped is that we always have to adjust occlusion. Whenever you see a chipped tooth you have to ask yourself why. Why is that chip there?…

New Year, New Approach? Shifting Your Financial Mentality

By Todd Doobrow, CFP | January 24, 2024

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 clinical; doctors get very little business training. Upon graduation, starting salaries…