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: Investment Planning
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
2022 has been a rollercoaster ride for investors. The market hit an all-time high on January 4, 2022, tumbled over 12% through mid-March, rallied back up over 8% to close out March, and then has staged an impressive rally since … 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
12 August 2020
5 Self-Employment Financial Mistakes
If you work in a traditional job, managing your finances and taxes can be relatively easy. You collect your W-2, write off a few deductions, and you’re done. Your retirement account is being managed by an employer-sponsored retirement fund and … Continue reading
30 July 2020
When Can I Retire?
This is an important question that we are asked often. And while retirement isn’t one size fits all, we’ll give you some scenarios to consider that may be right for you. Oftentimes, the desire to retire is based on a … 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
21 May 2020
How to Pay for College Tuition
For many, these last few weeks have been filled with hope and celebration as graduating seniors look toward the future and think about what it will be like to attend college. What will higher education look like in the fall? … 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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