
Earned Launches Earned Institute to Raise the Standard for Doctors’ Financial Well-Being
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

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.

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?

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.

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.

Securing Your Tomorrow: Life Insurance for Dentists
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.

How To Value A Dental Practice
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.

Maximizing After-Tax Wealth When Selling Your Dental Practice
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.

How to Sell Your Dental Practice Correctly & Profitably
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.

Selling to a DSO: Essential Insights For Dentists
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.

The 30-Minute Identity Protection Checklist Every Doctor Should Do This Tax Season
Tax season is one of the easiest times of year for scammers to exploit identity theft.

2026 Outlook: The Discipline Dividend
A Doctor-Centered Perspective on Markets, Risk, and Long-Term Wealth

10 Smart Tax Moves to Start the New Year Strong
How doctors can reduce taxes, grow wealth, and avoid costly blind spots in the year ahead

Earned Acquires OJM Group, Adding Nearly $1B in Assets Under Management to Solidify Position as the Premier Tax-Smart Financial Partner for Doctors
Deal marks wealth firm’s fifth acquisition in 2025, building a comprehensive offering to address every financial need of healthcare professionals

Give Smarter This Holiday Season: Tax-Efficient Charitable Giving Strategies for Doctors Before 2025 Ends
As the holidays are in full swing, many of our clients are thinking about how they want to give back — to their communities, alma maters, hospitals, and the causes they care about most. But this year, that generosity comes with more urgency than usual.

Earned Continues its Growth Strategy and Welcomes Dental & Medical Counsel, Adding Specialized Legal Expertise for Healthcare Professionals
Earned expands their comprehensive offering to include critical legal support for physicians and practice owners nationwide.

Earned Recognized on Forbes | SHOOK America’s Top RIA Firms 2025
National recognition underscores Earned’s leadership in integrated financial services for healthcare professionals.

How Financial Advisors Add Value for High-Net-Worth Doctors
There comes a time in your financial journey where, after years of hard work, you’ve accumulated enough wealth that you feel you need some assistance to manage it.