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Planning
Dentists
Planning
Dentists
Planning
Dentists

Critical Considerations in Preparing for the Transition of Your Dental Practice

You’ve dedicated your life to providing exceptional patient care and built a successful practice that has become an integral part of your community. As you approach the end of your career, it’s time to consider how you will preserve your legacy and ensure your practice continues to thrive.

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Disability Community
Disability Community
Disability Community

Able Accounts for the Disability Community

One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.

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Disability Community
Disability Community
Disability Community

The Role of ABLE Accounts in Financial Planning for Children With Disabilities

An ABLE account, short for Achieving a Better Life Experience, is a specialized savings account designed to empower individuals with disabilities by offering a flexible and tax-advantaged way to save for qualified disability-related expenses.

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Disability Community
Disability Community
Disability Community

Create a Letter of Intent for Your Child's Special Needs Plan

A Letter of Intent (LOI) for a special needs plan is a crucial document that outlines the wishes, preferences, and instructions for the care and well-being of an individual with a disability.

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Dentists
Dentists
Dentists

Tax Tips for Dentists

As a dental professional, managing your practice, staying up-to-date with the latest technology, and providing top-notch patient care can be full-time. It can seem overwhelming to keep up with your finances and ensure you take advantage of the tax deductions available.

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Dentists
Dentists
Dentists

Why Dentists Need A Marketing Plan

The dental industry is very competitive. Dentists and dental clinics compete for patients in their local areas, and there is a constant demand for attracting new patients and retaining existing ones.

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Planning
Disability Community
Planning
Disability Community
Planning
Disability Community

Special Needs Trust: How to Build a Plan for Your Family

A special needs trust can help you save money and provide for your special needs child. Know how to set up a special needs trust in this article.

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Planning
Disability Community
Planning
Disability Community
Planning
Disability Community

6 Government Programs and Assistance for Parents of Children with Disabilities

Parents can ask for help to provide better care to their loved ones with special needs. Learn more about government programs and assistance in this article.

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Dentists
Disability Community
Dentists
Disability Community
Dentists
Disability Community

3 Crucial Questions to Ask Yourself Before Hiring a Financial Advisor

A financial advisor can help you understand and fix your financial problems, However, there are questions that you need to ask yourself before hiring one.

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