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Do I owe taxes on my NSOs?

Financial Planning Dentist

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How Dentists Can Increase Revenue

There is a wall street mantra, “you can’t cut your way to growth” and that is as true for your dental practice as it is for any publicly traded company. Focusing on increasing revenue is still your best bet for expanding the bottom line. For most dentists, the best way

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colorado financial advisors, financial expertise, financial planning
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Why I do yoga with the kids

As a dad, I’ve always been on the lookout for fun activities to do with my kids. So when I discovered the benefits of yoga for both physical and mental health, I knew it was something we had to try together. And now, yoga has become a regular part of

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Account Types: Taxable or Brokerage

The “Typical” Account  Annual Contribution Max: None Why we like Taxable or Brokerage: Can hold any marketed securities and assets Easy to set up and administer Benefits are universal and hold no limits on assets Can be used to house capital gain indefinitely (great for legacy planning or gifting) Can

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