money-2724237_1920

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:


Related Articles

Residential Real Estate Investing

Residential Real Estate Investing with Dr. Julie Phan

In this episode, Dr. Julie Phan, a private practice owner and new mom, gives us an overview of real estate investing and insight into her successful real estate investing career. Related Articles

Health Saving Account (2)

Health Savings Account (HSA)

What is a Health Saving Account (HSA) aka “Stealth IRA”? Alright, let’s chat about the Ninja in the Room (Haha, I crack myself up) which is the Health Saving Account (HSA). If you are enrolled in a high-deductible health insurance plan, you can open an HSA either outside or via your employer. For 2019, the…

agreement-balance-business-commerce-261658

7 Reason why Indexed Universal/Whole Life Insurance Suck

During the lifetime of ODs on Finance, we have received quite a few messages from doctors, family and friends about Indexed Universal Life Insurance (IULs).  IULs are promoted to mimic the Index SP 500 return. They are basically Whole/University/Variable insurance in disguise and present a variety of unneeded complications. Don’t fall for them! An important…