Physicians have a lot going on financially. Between a truncated career as a result of lengthy education, piles of student loan debt, and a high-earning occupation, they face a unique set of challenges when it comes to managing money. And … Continue reading
Category Archives: Holistic Financial Services
10 December 2022
A Financial Health Prescription for Physicians
17 November 2022
2022 Year-End Tax Planning Strategies for Individuals
While 2022 started out with some uncertainty about potential tax law changes, very few of the proposed policies that may have impacted high income taxpayers were enacted. The Inflation Reduction Act signed into law in August spared virtually all measures … Continue reading
15 November 2022
2022 Year-End Tax Planning Tips for Your Small Business
It’s the time of year when we’re immersing ourselves in fall sports, thinking about the holiday season, preparing budgets for next year, and of course, planning year-end tax strategies. Year-end tax planning for businesses will come with more certainty than … Continue reading
11 August 2021
Financial Health Series | Protecting Your Parents’ Finances: Part 2 – What Could Happen if We Avoid Having the Conversation?
Over this past year and a half, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the financial pieces after a loss. We feel … Continue reading
27 May 2021
Financial Health Series | Protecting Your Parents’ Finances: Part 1 – How to Start the Conversation
Over this past year, COVID has affected—and continues to affect—the most vulnerable populations. We’ve heard too many stories of financial elder abuse and accounts of loved ones picking up the financial pieces after a loss. We feel that it is … Continue reading
25 January 2021
When Does a Gift Require a Gift Tax Return, and Gift Tax?
With lifetime gift and estate tax exemptions at an all-time high, not as many taxpayers will be subject to federal gift taxes. However, that doesn’t mean you won’t have to file a gift tax return come tax time. Nontaxable Gifts … Continue reading
2 September 2020
The Difference Between a Will and a Trust: Do You Need Both?
Putting together a well-thought-out estate plan is a necessary step to protecting the ones closest to you after you’re gone. It also ensures that all of your wishes are carried out the way you want. Many people put it off … Continue reading
3 June 2020
Tax-Savvy Retirement Planning
With over 70 million baby boomers in the United States, how many are celebrating their 65th birthday every day? Retirement is right around the corner for many. Are you prepared with a tax-savvy retirement plan? While many boomers are rewriting … Continue reading
8 May 2020
Making Lemonade out of Lemons
Staying healthy is top of mind around the globe right now. People are taking extra steps to ensure wellness, slowing down to create order out of chaos, and prioritizing what is most important in life. It’s natural to feel uncertain … Continue reading
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