Ordinary vs. Qualified Dividends
Understanding Ordinary vs Qualified Dividends There are two types of dividends paid out to investors: Ordinary and Qualified. The time an investor…
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Four Strategic Money Moves for Physicians
A career as a Physician almost always guarantees a lifetime of high earning. So, why is it so important to learn how…
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New Tax Rules Bring Significant Changes To Family Estate Planning For Physicians
The 2019 Secure Act made substantial changes to Family Estate Planning. These new tax rules on inherited tax-deferred retirement accounts: Traditional IRAs,…
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Why Hiring a Financial Advisor Can Help Physicians
A recent consumer financial behaviors study found that people with more than $1.2 million in household assets report higher levels of happiness…
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What it means if you have commercially owned FFEL loans.
With President Biden’s recent student debt relief announcement, there are many questions surrounding qualifications for borrowers. Evidently, there were some people excluded…
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Osteopathic Medicine – D.O.
Over the next decade, the US will see a severe Physician shortage, however, one area experiencing growth is Osteopathic Medicine. …
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