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How to Save for Retirement?

Retirement planning comes in many outlets that are designed to compound your savings while save on taxes.  Read about retirement and the various ways to save for retirement below:


The Optometrist's Guide to Retirement:


Retirement Vehicles/Methods:


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Comparison Retirement & IRS Limits

2022-2023 IRS limitations for Optometrists

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!

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Annual Report 2020

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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 looming importance of financial education…

8 New Year's Financial Resolutions

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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.

6 Lessons That Dave Ramsey Get Right, and 6 Lessons That Are Completely Wrong (1)

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