Have you heard ads on TV telling businesses how they can claim a huge Employee Retention Credit? It might be possible for some employers but it also might be too good to be true.

It Is Not Too Late to Build Your 2023 Business Plan

Dental Professionals: Did you create a vision and goals for 2023? If not, there is still time to set yourself and your practice up for success this year. Creating your philosophical vision is the first part - what does your perfect practice look like? Who is your ideal patient? What is the future of your practice? Then, to successfully implement that vision into your dental practice, you must focus on your structural vision which includes five critical areas of your practice that need attention - known as the 5 Business Engines. Read more on how to develop and apply a successful business plan to your practice in 2023, and we encourage you to reach out to the team of dental coaches at Fortune Management if you need help achieving your goals.

Are You Missing the Roth IRA Boat?

If you're self-employed, consider making nondeductible Roth IRA contributions, in addition to contributing to traditional tax-deferred retirement accounts. Some self-employed people haven't yet taken advantage of Roth IRAs because they have misconceptions about who's eligible and what tax rates will be in the future. Here's the truth about the tax benefits of using Roth IRAs to save for retirement. Our team at Nisivoccia Wealth Advisors are available to help you understand all of your retirement options and help make the best financial decisions for your future goals. If you have questions or would like to discuss a topic relating to your wealth management further, please do not hesitate to contact one of our advisors today.