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New Federal Tax Bill and Its Impact on Doctors

New Federal Tax Bill and Its Impact on Doctors

Many of us have been glued to the news in recent weeks. The new tax bill is official as of writing this article, signed into law Friday, December 22nd, 2017.   

We've summarized the impact the new tax bill will have on doctors and their families. Click here to learn more.

What the New Tax Proposal Could Mean for Doctors and Dentists

What the New Tax Proposal Could Mean for Doctors and Dentists

Last Thursday Congress’ long-awaited tax proposal was released to the public. Here is a quick summary on how, if passed, this legislation could impact our physicians and dentists.

Your Personal, Private Financial Website

Your Personal, Private Financial Website

Quick Quiz: Could you name all of your many financial accounts without using a cheat sheet?  How about remembering each and every log in and password?

Most of our clients could name some of their accounts, but few could list all. The reason is your life, is complicated and you are short on time.

How Smart Tax Strategies Can Save You Money, Now, and in the Future

How Smart Tax Strategies Can Save You Money, Now, and in the Future

When I first started financial planning, we all had one basic assumption - push taxes into the future. The general thought was our clients would be in a much lower tax bracket for taking distributions from their retirement plans. About 13 years ago, I had an "aha moment". What if that assumption was false?

Managing Debt

Managing Debt

Every physician needs a debt plan whether they are a younger physician with a lot of student loan debt or an attending physician with mortgages.  Managing debt is often a neglected area of physicians’ finances, but fortunately there are many options to address this critical need.