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DDS Financial Insights

CMP Financial Planning
DDS Financial Insights
November 23, 20190Comments

3 Great Tips for Retaining Staff in Your Dental Office

3 Great Tips for Retaining Staff in Your Dental Office by Christina Povenmire
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
Special Needs/Disability Planning
November 23, 20180Comments

Estimating Expenses for Your Special Needs Financial Plan

By Barry Jamieson One of the more difficult tasks in establishing your special needs financial plan is estimating expenses of your adult child after he or she begins living independently from
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
Estate Planning & Charitable Giving
Special Needs/Disability Planning
October 29, 20180Comments

Creating a Special Needs Financial Plan

Creating a special needs financial plan involves putting together two plans: one for the parent and one for the child with a disability. Because the combined financial plans take into
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
Estate Planning & Charitable Giving
Retirement Income Planning
Special Needs/Disability Planning
September 17, 20180Comments

Planning for the Housing Needs of Your Child With a Disability

By Barry Jamieson Planning for the Housing Needs of Your Child With a Disability The current and future housing needs of a child with a disability are of particular concern to special
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
Special Needs/Disability Planning
May 14, 20180Comments

Creating a Letter of Intent

By Barry Jamieson, CFP®, MA There are many dimensions to a family’s special needs plan. Past articles in the Disability Insights series have focused on estate and financial planning topics; however,
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
Economic Updates and Outlooks
April 3, 20180Comments

This Year’s Market Volatility Scaring You? Managing Risk and Return in Uncertain Markets

by Christina Povenmire CFP®, MBA and Barry Jamieson, CFP®, MA What a difference a few months make! Over the past month it seems like every day comes with considerable market gyrations.
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
Special Needs/Disability Planning
March 20, 20180Comments

Should You Avoid Designating Your IRA to the SNT?

By Barry Jamieson, CFP®, MA Ok, so you have established a Special Needs Trust (SNT) or you have plans to do so. You have been thinking about what assets will be
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
February 7, 20180Comments

“Smile” How the Tax Overhaul Bill Affects Dentists

By Christina Povenmire, CFP ®and Barry Jamieson,CFP® Source: William Vasil, CPA, Ary Roepcke Mulchaey, P.C. and ADA News bulletin The recently passed tax bill contains a number of provisions which will help
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
November 14, 20170Comments

Why a Retirement Plan that Benefits Staff Benefits the Dental Practice Owner Even More!

The good news is that sponsoring a retirement plan for the practice not only benefits staff, but it benefits the dentist/owner even more.  Dentists are concerned about being able to save
by cmpfinancial
CMP Financial Planning
DDS Financial Insights
November 14, 20170Comments

Financial Plans Help Dentists Reduce Stress

According to our survey of Ohio-based dental practitioners, dentists are stressed about their finances. Consider that of the 42 Ohio-area dentists we surveyed: 47% of dentists working with a financial
by cmpfinancial

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