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SECURE Act, Gift Giving, and Simplification

As you are completing your last minute Christmas shopping, I want to share an article that I found interesting, but first, I want to quickly highlight, without going into detail, one of the largest pieces of retirement legislation in years. …

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Financial Freedom

While many dentists focus on and plan for retirement, at Catalyze, we talk more about financial freedom than we do about retirement.  Retirement might be one part of your goals for financial freedom, but financial freedom is so much more …