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Congress passed a technical correction in the last quarter of 2018. We have now thoroughly digested the new law. The good news is that the IRS has begun to issue instructions about how the new deduction works. Typically, the new deduction equals the lesser of 20% of your sole proprietorship profits or of your share....

  I can’t think of a more boring subject to cover.  However, it is the very basic foundation of where we anyone must start.  People are hesitant to talk about money, maybe on another post I will actually detail out my personal budget.  But I will let you in on some of my personal tips....

As I design my life with purpose, I discover that minimizing time spent on chores is a necessity to me, and that includes financial obligations. My family usually goes on about two big vacations a year.  This up coming March we are headed to Israel with our church (Emmanuel Community Church) to go on a....

#1 Lack of Time A lack of time often seems to be the number #1 excuse for doctors mismanaging their finances.  Many non-physician spouses may have just as demanding, or more demanding schedules than their doctor partners, but many do not. While my wife is a dentist and was working ridiculous hours during her time....

Buying too expensive of a home. This is a problem that radiates through all groups of society.  From low to middle class to the ultra-high net worth. Buying a bigger more expensive home, causes additional financial woes.  Home insurance premiums rise, heating and cooling bills increase, typical house hold repairs are more expensive, and lastly the mortgage payment....

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....

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....

In 2019, you will be able to save more in your retirement accounts! The Treasury Department has announced inflation-adjusted figures for retirement accounts for 2019.  A lot of these changes will help investors stockpile away more for the eventual retirement.  Remember that 2018 IRA contributions can be made until April 15, 2019. Looking at the....

One of the perks of working with a fee-only financial advisor, is we go beyond getting our clients into the right type of disability insurance. We also price shop several different companies along with maximizing all your potential association/employee benefits.  I will cover a few main items you want to look for in a disability....

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