Maximizing Health Insurance Plan Benefits

Maximizing Health Insurance Plan Benefits

Listen to our advisor Mike Rousseau discuss ways to make sure that you are taking full advantage of your health plan benefits.

What is a Dental Service Organization (DSO)?

Listen to our advisor Rich Moore ask Emily Tetreault of Rosen & Associates questions on what DSO’s are and what the advantages and disadvantages are.

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Thinking of selling your dental practice? 4 things you should know

IF YOU OWN YOUR OWN DENTAL PRACTICE, YOU’VE JOINED THE RANKS OF NEARLY 30 MILLION OTHER SMALL BUSINESS OWNERS ACROSS THE COUNTRY.

Why Pension Plans Can Make Sense for Dental Practices

While pension plans are considered old fashioned by many, don’t be too quick to dismiss them. For some small business owners, including dentists, pension plans are still a good choice.

Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Help Small Biz Owners Gain an Edge With Company-Sponsored Retirement Plan

Think personal disability insurance isn’t important for dentists? Think again

No one wants to think about becoming disabled. But think outside yourself. What happens to your family in the event you become disabled and unable to perform your job as a dental professional? Simply put, it’s a good idea to plan. Buy disability insurance.

Top Insurance Strategies For Small Business Owner Clients

As financial advisors, we’ve all encountered small business owner clients who are living the American dream: After years of saving and strategizing, all while working very long hours, their small business is finally starting to take off, and the entrepreneur now serves as the primary or sole breadwinner in his or her household.

Four ways financial advisers should help retirement plan sponsor clients avoid a DOL audit

Most financial advisers who support the personal planning needs of independent business owners of small- to mid-sized companies are invariably called upon to also help with business advice needs.

Forget The IRS: Why A Department Of Labor Audit Is The New Boogeyman For Small Businesses

For business owners, few things are more terrifying than a potential IRS tax audit.