How a Successful Dental Practice Fits into Your Financial Plan
By Sergio V. Ortiz When I go to the dentist, the engineer side of me comes out. I’m drawn to the precision of it all. The way a busy office functions like a system where each part has a purpose, and how small adjustments can meaningfully improve outcomes. When everything is working as it should, […]
What Carvana’s Stock Run-Up Reveals About Employer Stock Risk Near Retirement
By Chase Gelardi, CFP® For employees receiving equity compensation at Carvana, performance over the past few years has been very good to shareholders. And while that kind of growth is certainly a good problem to have, it can still create real planning complexities. When a significant portion of your net worth is tied to […]