Wesley Lyon

Our son has just graduated from college and still has funds left in his 529 plan account. Our daughter is now in her junior year at a private university and we are using her 529 funds faster than anticipated. Are we able to use our son’s left over...

Mar 27, 2026

My child has been accepted to college. With the volatility in the markets and the annual increases in tuition, should I go ahead and prepay their tuition for the next 4 years?

Mar 27, 2026

Can I make a contribution to a Defined Benefit Plan in stock (i.e. AAPL, MSFT or some other stock traded on an exchange, such as the NYSE or NASDAQ)?

Mar 27, 2026

You recommend establishing a personal budget. What is best tool/software and how will I know how much to allocate to certain categories?

Mar 27, 2026

Are family members considered employees for the purpose of calculating the new health insurance tax credit?

Mar 27, 2026

Can my practice still offer a medical expense reimbursement plan (MERP) under the new healthcare laws?

Mar 27, 2026

I was wondering how municipial bond interest will be affected by the new 3.8% Obamacare tax on investment income?

Mar 27, 2026

Are items such as cassettes, pliers, or a watch, all of which are personal items also used in the practice, tax deductible? If so, how should I go about doing that?

Mar 27, 2026

Building Your Team - Your Financial Advisor

High income doesn’t automatically mean smart financial decisions! On this episode, Scott and Mario explore why young doctors should consider partnering

Mar 27, 2026

Retired Doctor Seminar

Tax, Cash-Flow, and Investment Strategies for Doctors Who Sold Their Practice October 16-17, 2026 Ritz-Carlton Resort Sarasota, FL

Mar 26, 2026

Roadmap to Financial Freedom Series

The 5 Financial Stages Every Dentist Must Master January 25-29, 2027 Ritz-Carlton Resort St. Thomas, USVI

Mar 17, 2026

Drilling It Down Monthly: March 2026

Mar 13, 2026