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Advanced practice providers share many of the same financial challenges as physicians, and face a few distinct ones that standard advice handles even less well.

Understanding what each wealth management service does, and how they interact, is the starting point for evaluating whether a firm is delivering the full scope of what a medical professional actually needs.

The title 'financial advisor' tells you almost nothing about whether someone is equipped to handle a physician's financial situation. Here is what actually separates a physician financial planner from a generalist.

Standard financial advice is designed for the median income, the median tax rate, and the median financial situation. Physicians are none of those things.

Most physicians have a vague sense that they need wealth management. Far fewer know what a well-structured relationship actually looks like in practice.

What standard financial advice gets wrong about doctors and what a specialist approach actually looks like.

Did you have questions about your 2025 personal income tax return that you never got around to asking your tax preparer? Well, reaching out to your tax professional after April 15 is actually a perfect time to follow up and get those open questions answered.

With insights from subject matter experts, new platform offers personalized learning tracks for full-time physicians, dentists, and healthcare practice owners at varying stages of their careers

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.

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?

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.

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.

As a dentist, you understand the demands of your profession — the long hours, the emotional weight, and the constant focus on patient care. Amid all of that, financial planning can easily take a back seat. But taking the time to address it is essential to securing your future and protecting the people who depend on you.

When you are looking to buy or sell a dental practice, there are a number of steps you must take in order to be successful. If you are a dentist who is looking to put up your dental practice for sale, you might want to know what the market is like and what your practice is worth. Alternatively, if you are looking to purchase a dental practice, you might want to evaluate the value of that practice yourself, instead of solely relying on the assertions of the seller.

The headline number on your letter of intent is not what you keep. What you keep is determined by decisions made well before the deal closes — and, in many cases, by planning that begins years before you ever field your first offer.

Selling a dental practice is a significant milestone in a dentist's career. It involves numerous strategic steps and decisions to ensure a smooth and profitable transition. This blog will guide you through the essential aspects of selling your dental practice, highlighting the strategies, considerations, and common pitfalls to avoid.

At Earned Legal, we understand that selling your dental practice is a significant step in your career. Deciding to sell to a Dental Support Organization (DSO) can bring both opportunities and challenges. This comprehensive guide is designed to navigate the intricacies of selling to a DSO, ensuring you make informed decisions. Let's delve into what selling a dental practice to a DSO entails and how to approach it effectively.

Many successful doctors rely on trusted CPAs to handle tax compliance, but that’s only one piece of a much larger financial picture, especially as your income, assets, and responsibilities grow more complex. At Earned, we work alongside top CPA firms to offer a more strategic approach: one that unifies tax strategy and personalized wealth management to uncover hidden opportunities and protect long-term wealth.