Unlocking Tax Savings with a Donor Advised Fund (DAF) In the realm of philanthropy and tax planning, a Donor Advised Fund (DAF) serves as a strategic financial tool that enables individuals to enhance their charitable… Read More
Insights
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study!
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The 7 Most Important Things to Know About Physician Mortgage Loans
The physician mortgage loan (sometimes called the doctor mortgage loan) was created by banks because of the distinctive challenges physicians face when borrowing due to their high debt-to-income ratios — thanks to student loans. Many physicians… Read More
Roth Conversions and Why They Are Vital. Live Case Study!
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What is a 457(b) Plan & How Does it Work?
While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More
3 Tax Tips After Year-End
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7’ish Financial Mistakes To Avoid In Your Accumulator Years
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How Much Do I Need to Retire as a Physician?
Back in 2018, I was asked to speak at the American Society of Colon and Rectal Surgeons (ASCRS) conference, and the topic was simple: How Much Do I Need to Retire as a Physician? Well,… Read More
Solo-K vs. SEP IRA, Which is Right for You?
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Retirement Savings Accounts for Physicians in 2024
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2024? What might not be as clear is what type… Read More