Taxes
Annual Report: 2020
Hello ODs on Finance Family, Well 2020 has surely been a year! Let’s be honest, we all went into the year 2020 with big expectations – but the so-called Year of the Optometrist had some nasty surprises up its sleeve. Despite the trials and tribulations that 2020 brought, it also brought important lessons, and the…
Read More8 New Year’s Financial Resolutions
The year 2021 is here. In our opinion, 2021 has it pretty easy. I mean, how much worse can it get after 2020? Joking aside, the beginning of the year presents a great time to take inventory of life and evaluate your financial health for the next 365 days. Here are a few New Year’s financial resolutions to get you started.
Read MoreWhat is Tax Loss Harvesting and How Can It Help Me?
When the stock market experiences volatility, fear is often a resulting emotion. Fear can lead an individual to do irrational things, one of which is selling at a loss. From a long term investing perspective, selling in a down market is seen as a losing move, however there is one silver lining to selling stocks…
Read MoreThoughts on the Current Economy with Peter Schiff (FB Live Event)
With the world under distress at both a political and public health level, it is hard to make sense of economic activity. Furthermore, with heavy government involvement in the economy, long term implications are both scary and unknown. In this live event, famed economist Peter Schiff helps us understand his vision of the economic future…
Read MoreCPA Tax Advice: PPP, EIDL, and Everything In Between (Live Event)
The coronavirus has wreaked havoc in nearly every part of our lives, and as a result, the government has tried to step in and offer economic assistance. The CARES Act has been vital for both employees and employers as they seek to navigate the murky financial waters that COVID has created. But here’s the big…
Read MoreAll You Need to Know about the PPP Flex Act
Since the COVID-19 pandemic hit the United States, Congress has passed a number of bipartisan bills aimed at helping the economy in a number of ways. One of the most recent is the Paycheck Protection Program Flexibility Act (PPPFA), which was signed by President Trump on June 5th. This article will answer all your questions…
Read MoreCARES Act: Program Updates April 2020
[Disclaimer] This article was written to the best of our knowledge with the latest news released from the Federal government. There are many moving parts to both of these programs, and as the days and weeks pass, there may be more clarification to some parts that are vague or confusing. Please be mindful, that I…
Read MoreThe Optometrist’s Guide to Investing 101: An Introduction
The Optometrist’s Guide to Investing 101 An Introduction to Investing The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset ClassesChapter 4: How to Quickly Assess a Mutual or Index Fund?Chapter 5: Target Date…
Read MoreThe Optometrist’s Guide to Investing 101 Chapter 6: How to Monitor your Investment Performance and other Wealth-Building Tips
The Optometrist’s Guide to Investing 101 Chapter 6: How to Monitor Your Investment Performance &Other Wealth-Building Tips The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset ClassesChapter 4: How to Quickly Assess a…
Read MoreThe Optometrist’s Guide to Investing 101 Chapter 5: Target Date Retirement Funds and the age of Robo-advisors; Which Brokerage is Right for me?
The Optometrist’s Guide to Investing 101 Chapter 5: Target Date Retirement Funds & The Age of Robo-advisors + Which Brokerage is right for me? The Optometrist’s Guide to Investing 101: An IntroductionChapter 1: What is an Investment & Basic Investing TermsChapter 2: How to Create The Ideal Portfolio of Stocks and Bonds?Chapter 3: Additional Asset…
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