Financial Planning and Investments

The more things change, the more they stay the same … and relevant. More than a decade ago, Townies were having trouble figuring out how many employees their practice needed—and having even more trouble fi nding good ones
December 2022
With our monthly poll, you can see how other practices operate, what works, what doesn’t and how orthodontics is evolving. The information we gather each month helps us measure trends in the profession. Take a look at this month’s results on finance.
November 2022
by Hunter Satterfield, CPA
Certified public accountant Hunter Satterfield says during periods of inflation or high interest rates, where orthodontists should keep their money depends on where their priorities lie. When short-term and long-term cash is safely stashed away, where should near-term cash—the only money that should be affected by current volatility—be invested?
October 2022
by Dr. Jason Annan
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 some of his top tips and advice so readers can parlay their own bills into bonus miles and other benefits.
May 2022
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
by Jay Geier
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.
September 2021
by Judson Crawford
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 pandemic.
May 2021
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. Take a look at this month’s results on Finance.
April 2021
by Jay Geier
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 planning and investment but also remove the limitations that are restricting your growth.
January/February 2021
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