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It's one of the most frequent discussions we have with new dental practice owners: "What retirement plan should I choose for my new practice? A friend recommended a Simple IRA and another colleague has a 401(k). Which is right for me?"The right answer usually comes...
Donor Advised Funds can increase gifts to your favorite charity and reduce taxes all without it costing anything more!
How global returns and proper diversification are affecting overall returns.
Before you enroll, take note of what the insurance does not cover and the changes ahead.
On June 18, 2018, the Monson Group and Whelan Group merged to form Alterra Advisors. Grant, the founder of the Monson Group and Josh, the founder of Whelan Group, each started their individual practice in 2006. The two met while working in the same office building and...