THIS WEEK’S QUESTION: I want to lease my next car, but all of the programs seem confusing. What should I look for when I’m comparing lease programs to make sure I get a good deal? OUR ANSWER: Not everyone is a good lease candidate, but if you are, keep this formula in mind while you’re shopping: High [...]

Should we delay investing?
QUESTION OF THE WEEK: My wife and I are just starting to invest for our retirement. This week was filled with so much bad news, we wanted to ask if you think we should keep investing for the next few months. Do we need to wait until things are better before investing any more money [...]

How much do I need to retire?
THIS WEEK’S QUESTION: How much money do I need to save in order to retire? OUR ANSWER: The amount of money a dentist accumulates is one of many important factors that influence levels of retirement happiness, but financial security and overall happiness do not exactly correlate with wealth. Having multiple income sources, predictable investment results, [...]

10 Things to Ask Before Hiring an Advisor
THIS WEEK’S QUESTION (a great question by a prospective client): I’m trying to find a good financial advisor. What questions should I ask to help me know which advisor is right for me? OUR ANSWER: Many finance professionals refer to themselves as “financial planners” or “financial advisors.” This label can often be misleading, especially since [...]




