The Source is Full of Exclusive Member Discounts

Have you checked out The Source, a member's only online business resource center, for additional money saving discounts, webinars, articles, and valuable office resources?

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Practice Marketing & Patient Communications Platforms in the Digital Age of Dentistry Whitepaper

In any given month, 139 million consumers use the Internet to seek healthcare information, according to comScore, a company that tracks trends in the digital world. With the world going digital, and practice to patient communications have been forever changed by new technologies and communication channels, many dentists and orthodontists are asking themselves, “How is my practice catering to these online patients?”

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Portfolio Longevity - What Constitutes an Optimally Designed Investment Portfolio?

The successful conversion of retirement savings into a secure, sustainable stream of income requires three things: 

  A comprehensive financial plan—outlining how much, when and how to withdraw from your portfolio—is the foundation for a well-designed retirement income strategy; 

  Sophisticated portfolio design—including extreme diversification across multiple asset classes, companies and countries, customized for your unique vision and risk tolerance profile—positions the investment and retirement income strategy for success;

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Preparing your practice for "Taxpocalypse"

Taxmegeddon? Taxpocalypse? Recently, the blogosphere has been rife with articles warning of dire tax consequences in 2013, when favorable tax provisions expire, and federal income taxes increase. If Bush-era tax breaks are allowed to lapse, a fiscal cliff could occur that would affect small businesses, including dentists. Some options, such as scheduling major purchases before year’s end, could offset losses in tax breaks. Source member Ryan Greenway, of Greenway & Company, details your options in a recent Source article.