Financial Planning and Investments

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
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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