by Simplified Financial | Sep 2, 2026
Why Dentists Need a Buy-Sell AgreementIf you’re a dentist in a partnership or group practice, having a clear buy-sell agreement isn’t just a good idea—it’s essential. A properly funded buy-sell agreement ensures your practice remains stable and your family, partners,...
by Simplified Financial | Aug 8, 2026
Generic Ozempic Is Here. Will Your Drug Plan Actually Save Money?If drug costs have been climbing on your group benefits plan, GLP-1 medications like Ozempic are likely part of the reason. These drugs have been among the fastest-growing cost drivers in...
by Simplified Financial | Jun 30, 2026
What to Do Financially When You Have a BabyA new baby brings a lot of joy, and a lot of new to-do lists. Most of them are about feeding schedules and car seats. But a few items on the list are about money, and they matter more than you might think.You do not need to...
by Simplified Financial | Jun 1, 2026
What Is Participating Whole Life Insurance?Most people buy life insurance for one reason: to make sure their family is protected if something happens to them. But there is a type of life insurance that does something more – it builds value over time while you...
by Simplified Financial | May 4, 2026
What Is Life Insurance and How Does It Work?Have you ever wondered what would happen to your family’s finances if you were no longer here? It’s not an easy thought. But it is an important one. Life insurance is designed to protect the people you care about most if...
