Dental Articles

 By Rick Epple, CFP®, NAPFA Registered Financial Advisor

As we enter 2010, are you thinking, I have been working as a dentist for a number of years and while I make a good income, I have no idea if I am on track for retirement? How do I take control of my future? The following process can be used to start you on your way.

Dentists, when is a financial advisor working in your best interest? Only one of these terms, fiduciary or suitability, reflects the highest level of protection for your investments.

As a fee-only financial advisor and professional wealth building consultant, Rick Epple CFP® of Epple Financial Advisors recommends dentists understand the difference and know how to navigate to the best planner. The responsibility your advisor has to you and your financial interests should be more important than any other entity.

Tax Act Encourages Business Purchases in 2009

• Rick Epple, CFP*
• This article was originally published in Northwest Dentistry.

President Obama signed the American Recovery and Reinvestment Act (ARRA) into law on February 17, 2009. The new law includes significant incentives to encourage equipment purchasing this year. You may be asking yourself, is there any benefit to me? The short answer is "perhaps". With some quick planning and implementation, you could realize a sizeable benefit.

This upcoming course is focused on making the most out of your financial opportunities...

• Location: Renstrom Dental Studio
• Date: February 17, 2009
• Gathering Time: Appetizers 6:15 PM
• Program Time: 6:30 - 8:00 PM

To Reserve Your Spot...

CALL 1-800-747-1321 or email Jenna@renstrom.com

By Rick Epple, CFP, NAPFA Registered Financial Advisor