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The Earned perspective with Nick Gizzarelli

Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Nick Gizzarelli, CPFA™, CBS™, QPA™, QKA®
Senior Advisor & Retirement Plan Specialist
Retirement
Financial Planning
Nick brings more than 15 years of experience in the retirement industry, working with complex plans and helping expand retirement solutions for medical groups. Through his work with Earned Institute, he provides a perspective on plan design, benefits, and long-term outcomes to support more informed decision-making for doctors.

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Nick Gizzarelli’s doctor-centered wealth insights

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What is Own Occupation Disability Insurance and Why is it Essential for Dentists?
As a dentist, you understand the dedication, time, and sacrifices required to excel in your field. Your specialized skills are not only valuable — they are irreplaceable. That's precisely why own-occupation disability insurance is such a critical part of your financial planning.
Insurance
Dentist
Legal
Estate Planning Essentials for Dentists: Protecting Your Legacy
At Earned, we know the critical importance of estate planning for dentists. Your practice is both your livelihood and your legacy. Therefore, we are dedicated to helping you protect and pass on your life's work in the most effective manner possible. What do you need to know about estate planning, and why does it matter for your future?
Dentist
Trust & Estate
Legal
10 Estate Planning Mistakes to Avoid
Creating a complete and comprehensive estate plan is one of the best ways you can protect your assets, your loved ones, and even yourself. Estate planning, however, can be a complex and confusing process. Mistakes are easy to make and those mistakes can cost you and your loved ones a considerable amount of time and money. Being aware of some of the most common estate planning mistakes can help you avoid them.
Trust & Estate
Legal
Tax Diversification: Essential for Long-Term Wealth Planning
For most dentists, reducing taxes and building wealth for retirement rank among the top financial priorities.Because tax rates, deduction rules, and other tax-related laws are impossible to predict years or decades in advance, including a tax diversification strategy in your long-term financial plan is essential. In this article, we explain this concept and offer practical tips for implementing it.
Tax Planning

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