Dental Articles
Posted on Oct 17, 2011
Filed under | Wealth Management
Northern Dental Alliance Members, Charlie Steingas, EA, MAAA, MSPA and Rick Epple, CFP® will be co-hosting an educational seminar on Friday, November 4 at 9:00 am.
Charlie will be presenting on "How Small Business Owners Can Take Advantage of Their Size to Achieve Financial Independence Via Their Retirement Plan".
Please join us to learn more about this important topic affecting business owners.
Even if you have a business retirement plan, you will want to learn if you have the best for your circumstances.
Read more about Seminar – Retirement Plans for the Dental Practice
Posted on Mar 21, 2011
Filed under | Wealth Management
As we approach the end the first quarter of 2011, are you thinking while 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.
Read more about Dentists Planning For Financial Independence
Posted on Apr 15, 2010
Filed under | Wealth Management
> The EFA Investment Approach
There is a science of investing. The body of knowledge for this science is often grouped under the heading Modern Portfolio Theory or MPT and it all began in 1959 with the publication of Harry Markowitz's classic book "Portfolio Selection."
Markowitz would go on to win the Nobel Prize in Economics for his groundbreaking insights. This work was expanded upon by Stanford's William Sharpe (another Nobel winner), Eugene Fama, Merton Miller, and many others.
While markets are complex adaptive systems too chaotic to allow for perfect prediction or control, we have learned much about how to control risk and capture returns. There is a science of investing, which I employ to guide the investment strategy of my dentist clients.
Read more about The Science of Investing for Dentists
Posted on Jan 22, 2010
Filed under | Wealth Management
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.
Read more about 2010: Dentists Planning For Financial Independence
Posted on Nov 24, 2009
Filed under | Wealth Management
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.
Read more about Financial Advisors Working In Dentists Best Interest?
Posted on Aug 07, 2009
Filed under | Wealth Management
Tax Act Encourages Business Purchases in 2009
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 "perhapsÂť". With some quick planning and implementation, you could realize a sizeable benefit.
Read more about Northwest Dentistry Article: Tax Act
Posted on Sep 25, 2008
Filed under | Wealth Management
As the sponsor of a retirement plan, you are helping your employees achieve a secure financial future. Sponsoring a plan, however, also means that you, or someone you appoint, will be responsible for making important decisions about the plan's management. Your decision making will include selecting plan investments or investment options and plan service providers. Many of your decisions will require you to understand and evaluate the costs to the plan.
Foot notes: by Rick Epple, CFP®
Read more about Understanding Retirement Plan Fees and Expenses
Posted on Jun 03, 2008
Filed under | Wealth Management
Most dentists as business owners share a variety of critical priorities, such as managing taxes, attracting
and rewarding valued employees, and establishing a long-term strategy to ensure their own financial
security. Fortunately, small-business owners also share an option that could help address all of those
goals...
Read more about Choosing the Right Retirement Plan for a Dental Practice
Posted on Jun 01, 2008
Filed under | Wealth Management
As 2008 gets underway, 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.
Read more about Dentists Planning For Financial Independence