It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year and have set themselves up for a prosperous 2026. Reach out to us if you still have items on your year-end checklist that need to be completed. Deadlines are coming up, so let us know as soon as possible if we can help complete your checklist.
The One Big Beautiful Bill (OBBB) Act created some changes in Federal student loan repayment plans. While information on this is still being released, our CIO and advisor, Josh Lantz, CRPC©, wrote an article with the latest updates for our doctors.
Doctors, have you been following the news about the One Big Beautiful Bill Act? It was signed into law earlier this month. Our CIO and Financial Advisor Josh Lantz, CRPC®, broke down the important tax implications for doctors in the following article.
It’s that time of year again when we want to make sure our clients have checked off their financial to do lists for the year and have set themselves up for a prosperous 2026. Reach out to us if you still have items on your year-end checklist that need to be completed. Deadlines are coming up, so let us know as soon as possible if we can help complete your checklist.
After the recent collapse of the 16th largest bank in the United States, called Silicon Valley Bank (SVB), more and more doctors have been talking about FDIC limits.
As a reminder, FDIC limits are the protections provided to your bank accounts sponsored by the United States government through the Federal Deposit Insurance Corporation (FDIC). Examples being your checking accounts, savings accounts, and CDs held at a banks protected under FDIC insurance.
In the event of an FDIC bank failure, the FDIC reimburses depositors of that bank up to certain thresholds.
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