Asset Protection, Insurance, Services Offered
Alyssa Miranda
The Doctor’s Guide to Buying Disability ...

Most of the doctors that I meet with don’t jump for joy when I bring up the topic of insurance.  This is understandable, as it’s one of the few items you pay for and hope to never use. In many ways, it’s simply a piece of paper with a promise, and that sounds as thrilling as watching paint dry. However, like a house, a financial plan needs a solid foundation, or life can get interesting in the worst kind of ways. The foundation of any financial plan is income and it’s vital that it doesn't go away. Protecting the specialized income you make as a doctor, is fundamental for developing a good wealth building strategy. This is done by putting in place a quality disability insurance policy. Let’s look at how to do this successfully.

The Doctor’s Guide to Buying Disability Insurance
Services Offered
Alyssa Miranda
Doctors, Here is Your 1st Quarter 2025: ...

This represents general benchmarks for the first quarter of 2025.

Doctors, Here is Your 1st Quarter 2025: Benchmark Performance Update
Contracts, Services Offered
Alyssa Miranda
The Importance of Benchmarking Doctors’ ...

By far a doctor’s largest asset is their income. However, often this asset is neglected. Your income is what allows you to realize wealth over time.

Let’s assume a doctor goes into practice at age 35 and retires at age 65. That provides them 30 years of earnings. To keep things simple, I’m showing numbers before adjusting for inflation, earnings growth, and taxes.

The Importance of Benchmarking Doctors’ Compensation
Taxes
Alyssa Miranda
Doctors, Beware These Four Common Tax Missteps

As a financial advisory firm, we talk to hundreds of doctor households each year and see their tax returns. On occasion, we spot issues with their taxes. As you prepare for filing your taxes, we thought you’d want to know the common tax missteps we see with doctors.

Doctors, Beware These Four Common Tax Missteps
Debt, Student Loans
Alyssa Miranda
The Latest on SAVE for PSLF: January 2025

We thought we’d give a quick update on the state of Public Service Loan Forgiveness (PSLF). So much has changed over the last few years; it’s worth going through a quick timeline.

The Latest on SAVE for PSLF: January 2025

What Doctors Need to Know about Optimizing FDIC Insurance Limits

What Doctors Need to Know about Optimizing FDIC Insurance Limits

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.

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.

Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.