#1 Max our your 401(k) and Optimize the Investments- The most common advice you will hear is to max out your 401(k). Do you wish you could ever do more? You can, having your 401(k)-plan reviewed every 3-5 years is a good way to make sure you have the most cost effective internal expenses on....
Hiring a financial advisor can be very difficult decision. Most of the time potential clients come in and think all we do is investments. I can tell you, good advisors go beyond just investments. They look at a multitude of financial and personal aspects of your life. More importantly, they keep you from making moves....
INTRODUCTION The life of a doctor is a busy one. You spend twelve-plus hours running back and forth between multiple patients. You add notes to their charts, order diagnostic tests, and request consultations. No wonder you hardly have any time for yourself, especially when it comes to your finances. Doctors certainly face a set of....
Let’s start with how a Donor Advised Fund (DAF) works…Step (1) you open an account up and make a contribution. If you itemize on your tax returns, that contribution can be a tax deduction on this year’s taxes. Step (2) pick your investment mix. You pay the custodian a fee each year (this can range....