"Must Read" Comprehensive Guides

Every successful investor need to have a solid foundation on important financial topics. This is why we create this sort of "Learning center" where we will create full comprehensive guides for high earning professional that we will update each year to keep with current legislations or IRS tax laws


This will cover the basics of each vital financial areas that the typical optometrist might encounter in his or her career.


 

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Thoughts on Current Economy Live Event (2)

Thoughts 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…

The New Normal - Should Optometry School Tuition be Reduced in Light of Virtual Classes and Reduced Clinic Time_

The New Normal – Should Optometry School Tuition be Reduced in Light of Virtual Classes and Reduced Clinic Time?

The coronavirus pandemic has turned our world upside down. Face coverings and hand sanitizer, once foreign objects only wielded by the most righteous germaphobes, have now become a reality and requirement for nearly everyone. In the SF Bay Area, where ODs on Finance’s physical headquarters are located, many large tech companies have adopted a permanent work from home policy – which has lightened morning traffic, allowed many workers to move out of the area into more affordable areas and has undoubtedly reduced overhead cost for these large companies in terms of commercial real estate needs.

Federal Student Loan Servicers Get Fired! Chaos Could Extend Student Loan Relief

Federal Student Loan Servicers Get Fired! Chaos Could Extend Student Loan Relief

As we approach September 30, 2020, when the temporary 0% Federal student loan and forbearance period are both expected to end, here are some important updates:

Key Points:
DeVos fires all 4 major loan servicers that handle federal student loans starting December 14, 2020.
What to expect when receiving a welcome letter from your new servicer and what to do?
10 year PSLF Borrowers: Download your payment history before End of 2020
Student Loan servicers chaos could extend student loan relief
Refi Student loans are trending lower

8 Reasons Why Every Optometrist should Invest in Index Funds

8 Reasons Why Every Optometrist should Invest in Index Funds

KEY POINTS: (1) Better Performance (2) Lower Cost (3) Less Time consuming (4) Less Risky (5) More Tax-Efficient (6) Ease of use in Building your Portfolio (7) Wide Availability (8) Eliminate Behavioral aspect and No Feeling of missing out (FOMO) Due to the recent COVID shelter in place order, many investors (new and experienced) are…

Student Loan May Updates_ Fedloan Credit Score Mistake, New Borrower Lower Rates, Private Refi Lower Rates & HEROES Act

Student Loan May Updates: Fedloan Credit Score Mistake, New Borrower Lower Rates, Private Refi Lower Rates & HEROES Act

As we are approaching the 2-Month mark of the COVID-19 shelter in place, there have been a lot of changes in the world of student loans. Here are the latest updates: (1) Mistake on automatic forbearance of FedLoan accounts can negatively affect your Credit Report Upon passage of the CARES Act, there were 4 main…

The Optometrist's Guide to Side Hustle

The Optometrist’s Guide to Side Hustles

With the increasing burden of massive student debt and low insurance reimbursement rates, many optometrists are searching for income alternatives to make extra money aside from their full-time optometric profession. Many optometrists are looking for ways (either passive or active) to supplement, or even completely replace, their current income by doing a “side hustle”. Do…

CARES ACT_ Student Loan Repayment Benefit up to $5,250 annually +Lower Re-Fi Student Rate

CARES ACT: Student Loan Repayment Benefit up to $5,250 annually +Lower Re-Fi Student Rates

[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…

Is the 2020 Real Estate Market Like 2008_

Is the 2020 Real Estate Market Like 2008?

Editor’s Note: This is a guest post written by one of our sponsorship partners. Josh Mettle NMLS #219996 is an industry leading author and ranked in the top 1% of mortgage originators in 2018 by Mortgage Executive Magazine. You can get more great real estate and mortgage advice here or by visiting his book’s website. Josh is also a…

Getting Cash For Your Small Business Through The CARES Act

Getting Cash For Your Small Business Through The CARES Act

Many optometric offices have faced a COVID-19 related closure that has forced both owners and employees to seek unemployment benefits from the state. Business owners are also faced with the financial challenges to keep their businesses viable while continuing to pay for fixed expenses. On March 27, 2020, President Trump signed the $2 trillion stimulus…