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Financial Planning and Investments

One F/T Employee Per $200,000 Collections? 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
One F/T Employee Per $200,000 Collections?
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
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Townie Poll: Finance 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.
Townie Poll: Finance
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
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Storage Facilities 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?
Storage Facilities
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
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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 some of his top tips and advice so readers can parlay their own bills into bonus miles and other benefits.
Play Your Cards Right
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
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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.
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
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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.
How’s Your (Financial) Health?
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
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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 pandemic.
4 Common Financial Mistakes Made by Orthodontists
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
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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. Take a look at this month’s results on Finance.
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. Take a look at this month’s results on Finance.
April 2021
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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 planning and investment but also remove the limitations that are restricting your growth.
5 To Grow On: Part 2
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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