How to Embrace Retirement as a Dentist

In our last post, we laid out five common reasons why dentists may fear retirement. Delaying retirement due to an underlying concern can end up being problematic in the long-term. You risk missing out on time with your family, opportunities to travel or fulfill other goals, and enjoy a more relaxed lifestyle without the hectic … Continued →

Financial Planning Tips for December 31, 2019

The end of the year is almost upon us. While the CPAs at Naden/Lean are preparing for tax season, our clients and their families can use this time to wrap up financial loose ends. Some items on this list are obvious and most taxpayers know to look out for them, like charitable contributions and maxing … Continued →

Balancing Retirement Planning With College Savings

Do you have kids who are in college or will be in the next few years? If you do, you know that deciding between saving for your own retirement or contributing to your child’s college costs is a tough decision at best. College costs continue to soar, with private universities averaging $35,000 per year for … Continued →

Feeling Good About Personal Finances

Are you satisfied with your personal finances? If you said yes, you’re among millions of other Americans who are feeling good about their current money situation. The American Institute for Certified Public Accountants (AICPA) calculates the Personal Financial Satisfaction Index (PFSi) each quarter, an economic indicator that measures factors affecting the financial standing of typical … Continued →

How Female Dentists Can Better Prepare for Retirement

In our last post, we outlined some of the reasons why planning for retirement is a tougher challenge for female dentists. Women are taking more leadership roles in dentistry without sacrificing their family roles. In many cases, the demands of running a dental practice and managing a family can be hard to balance. Saving for … Continued →