Nerd's Eye View

MAY 8, 2023

investment reviews in the summer, retirement projection updates in the fall, and year-end tax planning in the winter) created enough efficiency through systematizing the ongoing financial planning process that allowed him to fit in tax preparation without reducing any of his other service offerings!

Taxes 225

Taxes Financial Planning Financial Advisor Clients 225

WiserAdvisor

DECEMBER 1, 2023

This often leads to the acquisition of luxury items, expensive electronics, big homes, high-end vehicles, extravagant vacations, and various other indulgences. This can help you ensure that the advisor is knowledgeable about tax planning, investments, and other financial aspects specifically pertinent to physicians.

Financial Advisor 59

Financial Advisor Medical Insurance Education 59

WiserAdvisor

JULY 3, 2023

More often than not, people are drawn toward luxury items, expensive electronics, cars, lavish vacations, and other extravagant indulgences. Overspending and lifestyle inflation Physicians may overspend and be affected by lifestyle inflation. When people fall into a high-income bracket, their needs and desires gradually increase.

Financial Planning 52

Financial Planning Planning Financial Advisor Medical 52

Clever Girl Finance

MARCH 19, 2024

Plan for taxes Yup, taxes! Taxes are annoying, but they’re certainly not going away anytime soon. So, make sure your long-term income projections include taxes. Avoiding tax planning can impact your cash flow in a major way. Your plan should be a physical document so everything is written down.

Financial Planning 69

Financial Planning Planning Budgeting Insurance 69