PracticeCFO is committed to providing customized financial advice to dental practices and their owners. Below are our recent posts designed to keep you in-the-know.
See you there! We're thrilled to be attending CDA once again, this time in beautiful San Francisco. From the fun surprises we have planned at our booth (#1617!) to Wes's presentation at "The Spot" (more details to come) we're certain that this will be a conference for the books. Will you be attending? Let us […]
Here at PracticeCFO, we take great pride in our clients. We couldn't be more proud of all that they accomplish both in and out of the dental office - particularly their charitable endeavors. Which is why we're thrilled to highlight the incredible Dr. Elona Gaball! She is the owner of a local non-profit organization called Inspire Changes, which aims […]
At the time, about 10% of my clients have a serious health issue going on, ranging from stroke to cancer, and ranging ages mid-30s and up. In my 6 years with PracticeCFO, I don’t recall a single incident of disability, and yet a number are occurring now. Perhaps it’s coincidence or the accumulation of 2 […]
Inflation and rising interest rates have caused enough headwinds to inject caution into the market for buyers and sellers of dental practices. But they still remain plentiful. However, those who have considered selling may now be having second thoughts. This uncertainty is often a result of potentially choppy retirement options as the stock market continues to languish. […]
Rising prices, rising rates, falling stocks, and headlines all mentioning Recession. What does it all mean and where are we going from here? Let’s address the elephant in the room. Recession risk. A recession, by definition, is two consecutive quarters of falling GDP (a measure of total US economic activity). We’ve already posted a negative Q1 […]
Recertification: Required annual reporting of income to your student loan servicer to update your IDR payment for the upcoming year. Recalculation: Reporting your income anytime outside of your normal recertification timeline. Why would you do this? Read on! Did you know you are NOT required to recertify your income before March 2023? If you get a notice […]
Extending the previous article, if you have student loans, your servicer likely has, or will very soon, be changing! Although different, a change in servicer may feel a lot like your bank is selling your home loan. Letters arrive notifying you of the new servicer and generally require you to create a new account online. It’s […]
Last month we wrote about the “PSLF Waiver” that allowed a one-time recount of qualifying loan payments toward the 10-year forgiveness under the PSLF’s program for those with 10-years of employment with a government (including military) or nonprofit organization. In addition to the PSLF waiver, there is also an “IDR Waiver.” Refresher: “IDR” stands for […]
Every business in America is feeling the wage pinch right now, and private practices are feeling the brunt. While large corporation happily pass these wage increases onto their customers by raising prices, increasing volume, & reinvesting in more efficient processes, many practices aren’t. Let’s talk about a couple simple things every practice can do to […]
Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of PracticeCFO Investments’s products and services. PracticeCFO Investments does not compensate clients for reviews or testimonials, and PracticeCFO Investments does not provide anything of value in exchange for these reviews. PracticeCFO Investments has determined that there are no material conflicts of interest between the firm and the participant, and PracticeCFO Investments has not influenced the statement made by the client(s) appearing on this website.
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Our blogs and podcasts are intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in our blog posts or podcasts constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. PracticeCFO Investments is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.
See You There - PCFO at CDA SF!
Inspiring Changes - How Dr. Elona Gaball Ignites Dreams Through Dentistry 
Staying Prepared: Why You Shouldn't Overlook Disability Insurance
Your July 2022 Brokerage Market Report 
Recession Risk: Should We Be Concerned?
The Student Loans Reporting Rundown: Recertification vs. Recalculation
The Great Student Loans Servicer Shake-Up
What You Need To Know About The IDR (Income Driven Repayment) Waiver
Wage Woes
