Posts by Caroline Galbraith
Year-End Personal Financial Planning Tips for Dentists
At a glance Schedule your consultation with Aprio today The full story: The holiday season can be hectic for dental practices, as patients rush to book appointments before travel and family gatherings. But amid the hustle and bustle, it’s important not to let your personal financial plan and goals fall by the wayside — especially…
Read MoreDentists: 7 Steps to Create a Legacy That’s Built to Last
At a glance The main takeaway: Many dentists are preoccupied with the here and now of running their practices, but advance planning is paramount to creating a legacy they can pass down through generations. Impact on you: There are several steps dentists can take to lay a strong financial foundation, from estate planning and insurance…
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