We have some exciting news! Recently we purchased Medical Group Management Association (MGMA) compensation benchmark data for our clients. MGMA is considered the gold standard for compensation data. They mostly put out information for physicians, but there is some data for dentists as well.
The last few years before you hang up your stethoscope can be critical to a doctor's successful retirement. In this episode of More Money Minutes for Doctors, Katherine Vessenes, CEO and founder of MD Financial Advisors, covers the five things every doctor should do before handing in their resignation.
Many of our doctors are confused about Roth accounts, which ones they can have, and how they differ. In today’s podcast, Katherine Vessenes, CEO and founder of MD Financial Advisors, breaks down the differences between Roth IRAs and Roth 401ks and Roth 403bs. She highlights how they can work individually and together to help doctors feel more confident in their investments and retirement.
Have you ever thought about FOMO, that fear of missing out? There is both good FOMO and bad FOMO. Today, Katherine sat down with Ben Kirchner, one of our Financial Advisors, for a Q and A about how to ignore the bad FOMO (like wishing you had invested in Apple 20 years ago) and embrace the good FOMO that can help build an incredibly solid foundation for the future.
Our investment philosophy’s goal is to make you feel comfortable pursuing the best investment strategies possible. There are a few key principles we make sure every client of ours understands when it comes to investing. Our Chief Investment Officer and Senior Advisor, Josh Lantz, lays out 10 key concepts every doctor should adopt in today’s video, “Investing 101.”
Many of our doctors have shown interest/concern as to what new tax laws will come into place with the new presidential administration. As we don’t know the exact numbers at this time, we have compiled some of the main topics brought up during the presidential campaigns, compared the two administrations, and then made a side-by-side presentation.
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.
