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The successful transfer of generational wealth requires preparing your heirs through open communication, protecting your assets and treating estate planning as an ongoing family conversation rather than a one-time event.

Northeast Private Client Group is pleased to announce that David Schlossberg is now providing wealth planning services in collaboration with the firm. Bringing more than 44 years of experience in estate planning, taxation, and wealth preservation, David enhances the firm’s ability to deliver comprehensive planning strategies for business owners, entrepreneurs, executives, and families.

Over the next two decades, an estimated $84 trillion is expected to pass from one generation to the next in what’s become known as the Great Wealth Transfer...

Dentists who want long-term wealth need more than clinical skill—they need a clear financial road map. These eight wealth optimization strategies cover legal protection, cash reserves, income-building investments, smart debt management, and estate planning to help private practice owners build lasting success.

Failure is part of every entrepreneur’s journey, but how you respond defines your success. Learn how to transform mistakes into momentum and how to lead with integrity.

Financial success isn’t guesswork. Here's the proven wealth-building pyramid dental professionals use to protect assets, grow income, and create multigenerational wealth.

Adam Schlossberg shares strategies in USA Today for navigating 2025’s market volatility with clarity, caution, and personalized financial planning. Florham Park, NJ , September 2, 2025 -- As investors brace for a year defined by contradictions—resilient consumer spending clashing with persistent inflation, AI-driven gains amid valuation risks—USA Today has spotlighted Adam Schlossberg, CFP®, for his role in helping clients cut through the noise and chart a thoughtful financial path forward.

Benjamin Bush urges investors to rethink their time, habits, and financial systems in USA Today feature on staying grounded through economic volatility. Florham Park, NJ , September 2, 2025 -- In a world where volatility is more psychological than statistical, USA Today has spotlighted Benjamin Bush, CLU®, ChFC®, for his unique approach to navigating today’s economic turbulence—not just with numbers, but with mindset.

Every office has its junk drawer, and dental offices are no exception. This storage spot comes in handy whenever you need to quickly stash a miscellaneous something-or-other until you need it again. While all other shelves and cabinets in your office have a specific purpose, this little vault of disarray exists for a slightly different reason: to eliminate chaos from erupting elsewhere in your bustling workplace. The only rule is that no item with a designated spot should go in the junk drawer.