Health Care Professionals

Dentistry can be a rewarding career, yet dentists often face tough challenges when it comes to their financial planning. Because so many dentists are also business owners, their situation is often complicated. Not only do they have to provide for their family, but they must also look after the livelihood of their staff and the financial success of their practice. It takes an experienced professional to help guide them through all that, plus the complexities

Wealth management for medical professionals requires a different planning approach. Medical professionals typically earn less income in early earning cycles compared to the traditional American worker. When their earnings balloon, they often do so quickly and then stabilize at a high base. Fortunately, you can compensate for the dramatic drop in a healthcare professional’s salary. All it takes is wise planning during the earning years. A Smart Approach to Wealth Management for Medical Professionals We

The financial planning requirements of healthcare professionals are in some ways similar to and in others, vastly different from the planning needs of professionals working in a corporate environment. “How can I avoid making investment mistakes that cost money or trigger tax penalties? At what point should I pay off my remaining education loans? How do I maximize my pre-tax savings?  Should I buy in to a practice, and if so, when?” Here are six