Vistica Blog
Expertise Matters: How Investment Professionals Can Enhance Your Portfolio
Financial advisors offer insights and guidance on incorporating alternative investments into a portfolio, helping to navigate their unique challenges and opportunities.
Planning for Retirement as a Business Owner or Healthcare Professional
Planning for retirement can be challenging for many, especially for business owners and professionals like dentists. Balancing patient care with the financial demands of a business is already daunting. When you add the pressure of saving for retirement, it can be very stressful.
The Stealth Power of Effective Financial Planning
Financial planners are often seen as the silent heroes of the financial world. They work behind the scenes to help clients achieve their financial goals, but their impact is often overlooked.
Mastering Financial Stability for Your Dental Practice
Running a successful private dental practice requires meticulous organization and planning, especially concerning finances. Implementing prudent financial strategies can contribute to your success.
Critical Considerations in Preparing for the Transition of Your Dental Practice
You’ve dedicated your life to providing exceptional patient care and built a successful practice that has become an integral part of your community. As you approach the end of your career, it’s time to consider how you will preserve your legacy and ensure your practice continues to thrive.
Able Accounts for the Disability Community
One of the hardest parts of planning for our loved ones with disabilities is getting started. It’s overwhelming. Thinking of who will care for your child when you or your partner cannot is not easy. While we realize no one will care for your child like you do, you need to plan for the day when you no longer can.
The Role of ABLE Accounts in Financial Planning for Children With Disabilities
An ABLE account, short for Achieving a Better Life Experience, is a specialized savings account designed to empower individuals with disabilities by offering a flexible and tax-advantaged way to save for qualified disability-related expenses.
Create a Letter of Intent for Your Child's Special Needs Plan
A Letter of Intent (LOI) for a special needs plan is a crucial document that outlines the wishes, preferences, and instructions for the care and well-being of an individual with a disability.
Tax Tips for Dentists
As a dental professional, managing your practice, staying up-to-date with the latest technology, and providing top-notch patient care can be full-time. It can seem overwhelming to keep up with your finances and ensure you take advantage of the tax deductions available.
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