Four Things Physicians Should Splurge On
Financial growth and stability typically come from saving and investing your money. It is often recommended to keep your purchases within a…
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Planning Your Financial Fourth Quarter
The last quarter of any year can be scary. Whether it is financial and familial pressures, it can certainly feel like everything…
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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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