3 Great Tips for Retaining Staff in Your Dental Office
3 Great Tips for Retaining Staff in Your Dental Office by Christina Povenmire
Aaron Gilliam
Category
DDS Financial Insights
Aaron Gilliam
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
Aaron Gilliam
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
Aaron Gilliam
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
Aaron Gilliam
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,
Aaron Gilliam
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.
Aaron Gilliam
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
Aaron Gilliam
“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
Aaron Gilliam
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
Aaron Gilliam
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
Aaron Gilliam