A Financial Planning Service Calendar for the DIY Physician
Thinking about financial planning annually could be overwhelming. That's why it's beneficial to break it up into distinct pieces. Here's how.
Thinking about financial planning annually could be overwhelming. That's why it's beneficial to break it up into distinct pieces. Here's how.
Get a tax plan in place to better manage your wealth in 2022. Start by understanding tax rates and how they work.
Do you know what capital gains tax is, when it applies, and how it can be handled? Let’s get right to it.
Owning an asset for more than one year before you sell is the key to paying less in capital gains tax. Know your capital gains tax rate!
Just because you're ultra-wealthy doesn't mean you'll have a big IRS bill. Here's how some rich people could avoid paying much in taxes.
What are the most unbiased, accurate, high-yielding, current, and entertaining financial books for doctors and other high income professionals? Here you go!
An explainer on the best way to reduce taxes on your investments. Also, answering listener questions about what to do with a massive inheritance and about tax-gain harvesting.
The Washington state legislature has passed a law forcing you to buy long-term care insurance or pay a tax. This is why it's a terrible law.
When you begin investing, you're going to have to start paying more in taxes. So, let's go over each type of investment and how it is taxed.
Managing your student loans properly and minimizing your tax bill are both critical parts of a solid financial plan. Find out if you can deduct student loan interest, how to file taxes with student loans, and if the IRS can take your tax return.
Want to make a profit for driving around town? Take a look at the business mileage deduction. Perhaps some or all of those miles can help reduce your taxes.
Do you own your own business? Would you like to cut your tax bill by what could be a significant amount? Here's what you should know about the Qualified Business Income deduction.
Discussing the latest proposed law from Congress that could impact your tax bracket and Backdoor Roth IRA. Also answering listener questions regarding PSLF, catch-up contributions, and more.
Congress is proposing tax changes that could affect the Roth IRAs and tax brackets of high earners. Here's what you should be thinking about.
What should you do with legacy holdings you no longer want? Sell them and pay the taxes? Hold them for a while longer? Here's our advice.