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"Hand-selected word of Wisdom to help you succeed" 

What Should I Do First? A Complete Step-By-Step Guide For Optometrists

By DatBuiOD | February 14, 2024 |
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Here is a “Guideline” list of financial steps that we hope will get you started, but should be adjusted to your own personal situation as an optometrist.

2024 Optometrist Income Report

By Dr. Aaron Neufeld | February 5, 2024 |
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With increasing student loan debts, an ever changing economy, and a profession that continues to withstand disruption – many optometrists…

Annual Report 2023: In Review, and a Look at 2024!

By Dr. Aaron Neufeld | January 3, 2024 |
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In the next reading, you’ll discover metrics that mirror our community’s overall progress, along with the resources and offerings this growth has enabled us to continue providing. Next, we’ll transparently outline the methods ODs on Finance employs to generate revenue. Lastly, we’ll offer you a sneak peek at some major projects we’re embarking on for 2024, aiming to further our profession and assist every OD in achieving financial freedom.

The Optometrist’s Guide To Student Loan Refinancing

By DatBuiOD | December 19, 2023 |
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Optometrists often accumulate multiple loans from federal and private lenders to fund their doctor education, which results in an average debt load of $220,000. The majority of these loans are federal loans which have an average interest rate of 5.5-6.8%.Then the majority of doctors will end up refinancing their student loans to save thousands of dollars in interest. Here is your comprehensive guide to the student loan refinancing process and understanding how underwriting works.

16 End-of-Year Financial Checklist For Optometrists in 2023

By DatBuiOD | December 13, 2023 |
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As 2023 draws to a close, it’s vital for optometrists to focus on financial planning for a stable and prosperous future. This checklist, designed for eye care professionals, will guide you through key year-end financial tasks. While not every item may apply to your practice or personal finances, reviewing each one ensures you don’t miss important opportunities or obligations.

2023-2024 IRS limitations for Optometrists

By DatBuiOD | November 28, 2023 |
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With inflation rising at all time highs, it definitely seem that the IRS is adjusting quite drastically for most of these accounts for 2023! While all of these limits might seem higher, remember that it is mainly keeping up with inflation, which the consumer index is estimated at 8%. in 2022. Please use these important limit to adjust your financial planning for 2023 especially for any retirement plans!

Navigating the Path to Cold-Starting an Optometry Practice: A Journey of Passion and Persistence with Dr. Ashley Szalkowski

By Dr. Aaron Neufeld | October 29, 2023 |
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Driven by the desire for change and a fresh approach to eye care, Dr. Ashley Szalkowski shares insights into the process of establishing a thriving practice from the ground up.

October 2023 Market Update for Optometrists: Latest Economic & Financial Trends

By DatBuiOD | October 12, 2023 |
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The economic landscape is characterized by a steady 3.7% inflation and cautious actions from the Federal Reserve, particularly in managing interest rates to avoid potential economic downturns. While some economic indicators like GDP growth appear robust, there’s a visible undercurrent of economic stress and mixed expert predictions regarding a potential recession in 2024.