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Category Archives: Financial Planning
Dental Practice Report selects Rick Epple, CFP® as a “2013 Best Financial Advisers For Dentists”
Epple Financial Advisors, LLC. is pleased to announce that Rick Epple, CFP®, has been selected by Dental Practice Report magazine as one of the “2013 Best Financial Advisers for Dentists” list in their April 2013 edition. Mr. Epple is one … Continue reading
Shredding Event – April 20
Shredding Event: Please mark your calendar for Saturday, April 20 for our clients and friends to bring their documents for onsite shredding. Details below and by clicking here: (http://epplefinancial.com/files/2013%20EFA%20Shredding%20Event.pdf) Epple Financial Advisors is hosting a FREE shredding event on April … Continue reading
Don’t Lose Business to Virtual Advisers
“Don’t Lose Business to Virtual Advisers” was written by Veronica Dagher from the Wall Street Journal. Rick Epple, CFP(r) was interviewed and contributed to the article about his experience with working with clients he had never met in person. Click … Continue reading
Credit Score
As a member of NAPFA, I received the following email with a link that allows a person to check their credit score. I tested the service and I like that you can actually get a number to compare and it is free. Since your credit score … Continue reading
Posted in Business Owner Services, Financial Planning
Tagged Consumer, Credit history, Credit score, Credit.com, Equifax, FICO, Finance, TransUnion
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Shredding Event – April 20
Shredding Event: Please mark your calendar for Saturday, April 20 for our clients and friends to bring their documents for onsite shredding. Details below and by clicking here: (http://epplefinancial.com/files/2013%20EFA%20Shredding%20Event.pdf) Epple Financial Advisors is hosting a FREE shredding event on April 20th. … Continue reading
Premium Increase – Long Term Care Insurance
For those who have considered purchasing Long Term Care Insurance, I want to share information I received from one of our referral partners regarding premium increases coming in April. We encourage all our clients to consider long term care insurance as … Continue reading
Student Presentation – Epple Financial Advisors
The Northern Dental Alliance had a lunch and learn with Dental Students from the University of Minnesota. The following is my response to a question: I just started my career as a Dentist and I am deeply in debt. Where … Continue reading
Posted in Financial Planning
Tagged 401(k), Business, Debt, Financial Services, Retirement, Rick Epple, Saving, University of Minnesota
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7 Steps to Financial Independence for the Small Business Owner
As you prepare for tax day, are you thinking, I have been working as a business owner for a number of years and while I make a good income, I have no idea if I am on track for retirement? … Continue reading
New Year’s Investment Resolutions
It’s that time of year when many of us think about establishing one or more New Year’s resolutions. This often means committing to improving one’s lifestyle by losing weight, exercising more, or drinking less. Some investors could probably benefit from … Continue reading
Posted in Financial Planning, Investments
Tagged Apple, CNBC, ESPN, Health, Investor, Jim Fixx, New Years Resolution, Winston Churchill
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Resource for Dentists
As a dentist, dental school focuses on the skills and techniques needed to be a successful dentist. In my experience, dental schools do not prepare dentists to become successful small business owners. The skills and techniques required to be a … Continue reading
Posted in Business Owner Services, Financial Planning
Tagged Business, Dental school, Dentist, Dentistry, Health, Healthcare, Patient, Services
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