One of the most common questions we receive from solo business owners (doctors who either moonlight, have a side business, or are starting a business) is: which entity should I choose? Let’s look at the three most popular choices: Continue reading
SIMPLE IRA
The Irrelevance of Fees (Expense Ratios) in your Investment Portfolio
The most common question prospective clients ask about our investment philosophy involves the fees charged by the funds we use: “Do you recommend active or passive funds? What about the fees?” The low-fee-fetish on many physician finance sites is good clickbait Continue reading
Expense Ratio Exercise: Which Portfolio Wins? [VIDEO]
Fees are a popular discussion on many physician financial blogs and some passive funds have managed to drop expense ratios to under .1%. But how much do expense ratios matter to your long-term fiscal fitness? Continue reading
Small Business Retirement Plans, Part 1: SIMPLE IRAs
Part 1: SIMPLE IRAs The government has afforded several tax-advantaged options for business owners to save for retirement. The purpose of this series is to educate doctors, Continue reading
Don’t miss this business tax credit
Did you know that the IRS will help pay your costs for setting up an employee retirement plan? You can get up to $1,500 as an expense reimbursement from Uncle Sam, and it’s really not that difficult. Continue reading
What to do with an old 401k part 1
Depending upon your age, you can expect to change jobs 11 – 15 times in your career. Continue reading
