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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Why Now is the Time for You to be an Influencer

By David Rice | November 30, 2020

Another week, another piece of misinformation about dentistry is out there and ready for us to address. On Thanksgiving Day, the New York Times published a piece about how teeth were mysteriously falling out of people’s mouths. Was it because of COVID-19? Some would say yes, but we in the dental industry know that there…

What To Do When a Team Member Tests Positive for COVID-19

By David Rice | November 25, 2020

What do you do if a team member tests positive for COVID-19 in your practice? Dr. David Rice has some advice.

How To Have “Courageous Conversations” in the Dental Practice

By Dawn Patrick | November 25, 2020

How can you have “courageous conversations” in the dental practice? Katherine Eitel-Belt talks you run through it.

The Importance of Honesty in the Midst of a Pandemic

By Dawn Patrick | November 23, 2020

Honesty is now more important than ever, because honesty can help your team prepare for a potential exposure to COVID-19.

Why Trending Today Fails You

By David Rice | November 18, 2020

Let’s talk about trending … but how do we build a plan to trend for the long-haul? Dr. David Rice offers his thoughts.

10 simple things you can do to get through hard times

By Dawn Patrick | November 17, 2020

Life is a series of peaks and valleys. Sometimes you’re up, sometimes you’re down. But it’s the difficult times where we need a little more support and guidance. Here are some tips that can help.

Why You Need to Hit the Reset Button Heading into 2021

By Dawn Patrick | November 17, 2020

Take a step back. Take a breath. 2020 has been a lot to take in, but now is the time to plan for what’s to come in 2021.

Preparing for the Waves to Come in 2021

By Dawn Patrick | November 10, 2020

None of us knew that 2020 would bring a pandemic into our industry and society. What will 2021 bring? None of us know for sure. However, we do know that you can learn from the past and prepare for the future using analysis and trends from a pair of experts who have been tracking what has been happening in the industry before, during, and after the COVID-19 disruption.

What Tax Challenges Await Dental Practices in 2021?

By Dawn Patrick | November 9, 2020

With a new year comes new tax codes and rules that you and your dental practice need to know.

When You Have Everything You Need in the Dental Practice … Except Patients

By Dawn Patrick | November 9, 2020

You have everything you need in your practice … except for patients. Now what? Dr. David Rice will discuss this and more in a riveting talk.