UPDATE: Must-Read Strategies to Tackle Optometry Student Debt

After an enduring three-year period, the final COVID-19 student loan forbearance is drawing to a close on August 30, 2023. Recognizing the natural apprehension that some optometrists might be feeling as this date nears, our team has been working tirelessly to develop strategies to support all our borrowers, especially new graduates stepping into the workforce!

Read More

Q1/2023 Market Update for Optometrists: Latest Economic Trends And How To Adjust Your Financial Plan

Welcome to the Q1/2023 market update, where Aaron and myself will provide you with an overview of the latest economic trends and developments, including what we as optometrists should watch out for and how we should adjust our investing plans… So we hope to provide a comprehensive overview of the latest economic trends and developments, highlighting the challenges and opportunities in today’s market for optometrists.

Read More

State of ODs on Finance: 2022 in Review, and a Look at 2023!

It’s hard to believe, but the year 2022 has vanished in the blink of an eye. This past year, we’ve had the pleasure of seeing ODs on Finance continue to grow and help ODs on their financial journey, whether they be new grads or seasoned veterans. We are thankful for your attention, your questions and your contributions. Two tenets that hold paramount value to us at ODs on Finance are transparency and productive growth. In this letter, we will highlight how our community has grown, the various methods we provide value to our community, exciting new projects/acquisitions for 2023, and a look at our commercial interests/disclosures – trust us, you’ll want to read this! Here is a quick recap of 2022!

Read More

6 Common Tax Mistakes That Optometrists Make

Optometrists are not trained in maximizing their tax benefits. Consequently, doctors who prepare their taxes themselves may miss many deductions they are entitled to take. I don’t know about you, but I want to take advantage of all the tax benefits I am entitled to. Following are six mistakes I see optometrists make that are costing them a lot of money in overpaid tax bills.

Read More

Action Plan: What To Do with My Optometry Student Loans Before 2023?

Our inbox has been getting slammed with ODs asking for advice on what to do with their federal student loans as we get closer to the 0% forbearance expiration date of 12/31/22. Politics aside, based on the most recent federal news which removes a lot of uncertainty that we had last month, we are going to break it down with some actionable plans that optometrist can take:

Read More

The Optometrist’s Guide to Short Term Investing

With the recent volatile market and pending economic recession, many investors are looking to hold their cash in a relatively safe place, especially as our economy faces surging inflation. In this article, we will talk about short term investments and where we can place these funds, aside from just storing cash. What is a short-term investment?

Read More