Lawsuits linked to 401(k) plans are becoming more common, and it’s not just large companies on the line. Small businesses are facing more of these lawsuits, and it is often the business owner who is liable in court when employees… Continue reading →

Do you think you’ll have a better quality of life during retirement, or a worse quality? Most people settle for “about the same,” but shockingly, in 2014, the American Dental Association reported that 96% of dentists will struggle to retire… Continue reading →

Prior to the COVID-19 crisis you may have thought, “I’m making plenty of money now, but am I going to work until I die?” Educational debt, debt from starting a practice, and additional family and other expenses lead many practice… Continue reading →

ABSTRACT Modern 401(k) plans that are a dramatic improvement of past plans have emerged in recent years. These improvements come in the form of reduced fees, higher returns, better risk management and reporting, and valuable educational services for employees and… Continue reading →

For many dental professionals, this year has proved challenging in many ways. With 99% of dental practices now reopen, there are some positive signs that the industry is recovering; however, patient numbers still remain around 20% lower than pre-COVID. A… Continue reading →

Bethesda, MD –  September 10, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the formation of its inaugural dental advisory board.  The Rebalance Dental Advisory Board… Continue reading →

“Shark Tank” star Kevin O’Leary knows how startup businesses succeed — or fail. Most businesses make it past that crucial first year by finding investors while controlling costs tooth and nail. If only retirement investment advice had that same approach.… Continue reading →

The Fed’s interest rate cuts are costing investors in money markets over $60 billion per year in lost income! One solution to this problem is to find a more appropriate investment portfolio for your short-term investing needs. For instance, you… Continue reading →

There is a lot of stress and uncertainty surrounding the ever-present COVID-19 crisis. So many unknowns still surround coronavirus, many of which are forcing senior workers to reconsider their retirement date. For some, the very notion of returning to an… Continue reading →