Matthew Kelley
Communication: Let’s Talk - A Letter from a Psychiatrist
Why do some clients find it difficult to share concerns with their financial advisor? In this post, we get a psychiatrist’s perspective.
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Matthew Kelley
- May 13, 2020
- 5 min
The Best Financial Advice: Be Honest with Your Financial Advisor
People hide information from their financial advisors, damaging the quality of the advice they receive.
David Day
- Apr 21, 2020
- 6 min
Navigating the COVID Crisis: Notes on Investors’ Q&A Webinar with Apollo Lupescu
Our Q&A notes look at how fundamental lessons about markets will help investors stay the course and weather the COVID-19 storm.
David Day
- Dec 17, 2019
- 5 min
Should You Sell Your Practice to a Private Equity Firm?
What to consider before selling an ophthalmology or medical practice to a private equity firm.
David Day
- Oct 16, 2019
- 5 min
Physician Disability Insurance: How to Protect Your Income
The financial impact of becoming disabled during your working years can be shattering.
Matthew Kelley
- Jan 14, 2019
- 4 min
White Coat Savings: Tax Deductions for Doctors
Tax time can be nerve-wracking for doctors. After all, you've worked hard all year for your income; nobody wants to pay more in income...
Matthew Kelley
- Jan 14, 2019
- 5 min
“Backdoor” Roth IRA Contributions: What They Are, and Why They Might Work for You
Roth IRAs are attractive retirement savings vehicles for many reasons, particularly if you expect to be in a higher tax bracket when you...
David Day
- Jan 14, 2019
- 4 min
Cash Balance Plans for Doctors 101
If you own your own practice and are exploring ways to take full advantage of tax-deferred savings opportunities, you may want to...
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