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Thursday, March 7, 2024

The Roth conversion presents a unique opportunity for investors looking for tax-free income during retirement. All individuals, regardless of income, are allowed to convert as much or as little of their IRA and eligible...

Friday, January 19, 2024

The SECURE Act 2.0, enacted in late 2022, has dozens of provisions to encourage more people to save through the workplace and other plans, to help boost retirement savings, and to urge small employers to offer retirement plans. Some of...

Friday, November 3, 2023

Donor Advised Funds, often abbreviated as DAFs, are emerging as a noteworthy tool for those seeking to streamline charitable planning and take advantage of tax incentives. This article aims to provide a comprehensive understanding of...

Tuesday, October 17, 2023

When it comes to launching your career as a veterinarian, one of the most crucial aspects is negotiating your employment contract. This comprehensive guide will walk you through the top considerations and tips to keep in mind when...

Monday, September 18, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We’ve...

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Wednesday, August 30, 2023

After dedicating decades to building your career, raising a family, and securing your financial future, retirement is finally on the horizon. But what does retirement truly entail? Contrary to the simplistic portrayals in movies and...

Friday, June 23, 2023

The first half of 2023 was dominated by headlines about inflation, interest rate hikes, bank failures, and a potential debt ceiling crisis. But does the negative news tell the whole story? Brad McMillan, CFA®, CAIA, MAI, chief investment...

Wednesday, May 17, 2023

In this blog, we’ll dive into the details of living trusts, including how they differ from other types of trusts, what their benefits and limitations are, and how they can play a role in your overall estate strategy. Whether you’re just...

Monday, May 15, 2023

About the thirtieth year of practice marks a significant milestone for veterinarians, as it often brings about a career transition period. During this time, veterinarians may consider shifting from full-time to part-time work...

Thursday, May 4, 2023

Financial planning is an essential part of a veterinarian's career, especially when they reach the prime years of their career, which usually falls between years twenty and thirty of practice. At this stage, the primary planning focus...

Wednesday, April 12, 2023

Financial planning is an essential aspect of building wealth and achieving long-term financial security. For veterinarians who have been in practice for a decade or more, it is an opportune time to revisit their financial plan and make...

Monday, April 3, 2023

As a veterinarian, you've already made it through the first five years of your career, which can be a challenging time financially. But as you approach years six to ten, there are new financial challenges and opportunities to consider....

Tuesday, March 28, 2023

Congratulations on graduating from veterinary school! Now that you have completed your education and entered the workforce, it's time to start thinking about your financial future. In this blog post, we will discuss some important...

Friday, March 24, 2023

As a veterinarian, you are healthcare professional who plays a critical role in ensuring the health and wellbeing of animals. However, just like any other healthcare profession, there are risks associated with practicing veterinary medicine

Friday, March 10, 2023

Each stage of a veterinarian’s career brings unique financial planning considerations, with each stage building on the last. These stages start in school when you’re considering the right specialty, choosing rotations and...

Thursday, March 9, 2023

The Secure Act 2.0, which was signed into law in December 2022, made significant changes to the required minimum distribution (RMD) age for retirement accounts. Prior to the Secure Act 2.0, individuals were required to start taking...

Wednesday, March 8, 2023

As a veterinarian, you've invested a lot of time, energy, and money into your education and career. You're passionate about helping animals and their owners and are dedicated to providing excellent care. But have you considered what...

Tuesday, February 7, 2023

As a solo-veterinarian or relief veterinarian, retirement savings is a crucial aspect of your financial plan. While working in this field, you might face a challenging lifestyle, with irregular working hours, along with unpredictable...