Financial Planning and Investments

Play Your Cards Right
Dr. Jason Annan has been leveraging his office overhead costs to earn hundreds of thousands of credit card rewards points, then converting the points into truly valuable assets. This Townie shares...
by Dr. Jason Annan
May 2022
The Dental 401k Plan
This article details how dental practice owners can implement and manage a best-of-breed 401(k) plan. This includes methods to achieve lower costs and better returns, and how to reduce personal legal...
Mitchell Tuchman
CE Credits: 1.5
Poll: Personal Finance
This month's poll focuses on personal finance: Townies weigh in on staff 401(k)s, adviser fees, financial CE, cryptocurrency, retirement and more.
October 2021
How’s Your (Financial) Health?
In this financial health checkup, Scheduling Institute founder Jay Geier discusses the three most important areas of an orthodontic practice that owners need to invest in for positive returns.
by Jay Geier
September 2021
4 Common Financial Mistakes Made by Orthodontists
Judson Crawford, a financial advisor at Cain Watters, identifies four common financial mistakes made by orthodontists and the steps they can take to make the most of their practices even after the...
by Judson Crawford
May 2021
Poll: Finance
With our monthly poll you can see how other practices operate, what works, what doesn’t and how dentistry is evolving. The information we gather each month helps us measure trends in the profession....
April 2021
5 To Grow On: Part 2
The final installment of this series with the Scheduling Institute’s Jay Geier discusses strategies involving space and equipment, clinical duplication and financial discipline, which require...
by Jay Geier
January/February 2021
Townie® Poll
Do you have a dedicated insurance coordinator in your office?
Sally Gross, Member Services Specialist
Phone: +1-480-445-9710
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