Those who grumble about taxes come in two flavors: men and women. Now, we all know Uncle Sam isn't exactly the life of the party, but guess what? You can mend that strained relationship with the right tax game plan! Tune in to today's episode of “My … [Continue reading]
“Year-End Financial Checklist for Dentists: 2023-2024 Updates”
As we near the year's end, it's a perfect time to give your finances a checkup and plan for the upcoming year. Join Roger Balser as he discusses what’s changing with Secure Act 2.0 and helps you put together a simple checklist to ace tax planning and … [Continue reading]
Sweat the Small Stuff?
In today's "My Two Cents," Roger really stirs the pot by challenging the common belief that getting rich is all about pinching pennies – like skipping your daily latte or packing your lunch. Some folks swear by the idea that saving on small expenses … [Continue reading]
Navigating Financial Waters
“Once-In-a-Lifetime” Opportunity?
Thinking about jumping on a "once-in-a-lifetime" opportunity? Maybe that dreamy corner location you've been eyeing is up for grabs, or you've got a shot at snagging some shares in a hot tech start-up. Well, in today's episode of “My Two Cents”, we're … [Continue reading]
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