Insights | Financial Freedom

Nov 131 min read

NEW 2025 Contribution Limits: Save on Taxes & Maximize Your Opportunities to Save

Save on Taxes & Save for Your Future Are you taking advantage of saving on taxes while saving for your future? "Helping dentists...

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Oct 293 min read

Investment Insights for Dentists During an Election Year

With election season upon us, many investors, including dentists, may wonder whether they should change their investments based on who...

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Oct 14 min read

Should I Pay Down My Debt or Save Money for Retirement?

One of the most common questions clients ask is whether to prioritize paying down debt or saving for retirement. Dentists often face...

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