CME and Professional Development: Tax-Smart Strategies for Continuing Medical Education
Key Takeaways Whether your CME costs are tax deductible depends heavily on how you’re employed, not just what you spend…
Tag: Physician financial planning
Beyond the W-2: Understanding 1099 Income and Quarterly Taxes for Locum Tenens Physicians
Key Takeaways Locum tenens work provides flexibility and higher pay, but it comes with independent contractor tax responsibilities that differ…
The Hidden Cost of Medical Malpractice Insurance: Planning for Tail Coverage in Your Retirement Timeline
Key Takeaways Tail coverage (extended reporting endorsement) protects physicians from malpractice claims filed after retirement, potentially costing $15,000 to $300,000…
Navigating Retirement Taxes in Charleston: Local Strategies for Maximizing Your Savings
More and more, people are opting for a “halfback” retirement. Rather than head down to the Sunshine State, they’re choosing…
Bridging the Gap: Financial Strategies for Pre-Retirees in Their 50s and Early 60s
Whether you’re six months or six years out from retirement, there are things you can do now to help ensure…
‘Age-Proof Brain 2.0’ by Dr. Marc Milstein, PhD
Dr. Marc Milstein Virtual Event – Organized by Partners In Financial Planning, LLC We’re thrilled to announce that Dr. Marc Milstein, noted…
Understanding Roth 401(k)s: A Guide for Physicians
DOWNLOAD GUIDE As a high-earning physician, you face unique hurdles when preparing for retirement. To maintain your elevated lifestyle post-working,…
How Physicians Can Incorporate Charitable Giving Into Their Financial Planning
While the premise of charitable giving is making planned donations to your charities of choice, its impact is significant for…
5 Signs You Need to Work With a Financial Planner
The last few years before retirement are your chance to save diligently and strategize to enjoy the retirement you’ve always…
3 Essentials Physicians Need For a Successful Investment Portfolio
Physicians face unique financial challenges throughout their lifetime. They’re high-earners with high amounts of debt and often lack the time…