Insights Search Posts Select a Category Business Owner Education Planning Estate Planning Financial Planning Health of Your Wealth Insights Insurance Planning Investments Lifestyle Resources Retirement Planning Tax Planning Email(Required) Managing Concentrated Stock: Strategies to Reduce Your Investment Risk Posted on April 1, 2024 Read Article New Corporate Transparency Act: What Business Owners Need to Know Posted on February 15, 2024 Read Article Smart Estate Planning Can Help Build Wealth – Even If You Aren’t Subject to Federal Estate Taxes Posted on February 5, 2024 Read Article 4 Reasons You Don’t Feel Rich Even Though the Numbers Say Otherwise Posted on November 6, 2023 Read Article Considering an Employee Stock Ownership Plan (ESOP) as a Form of Succession? Beware of Potential IRS Scrutiny Posted on September 19, 2023 Read Article Life Insurance: The Underestimated Asset in a Wealthy Family’s Portfolio Posted on August 1, 2023 Read Article Preparing Your Business or Medical Practice for a Successful Sale Posted on June 1, 2023 Read Article 8 Strategies to Sidestep Capital Gains Tax Posted on April 17, 2023 Read Article Tax Strategies High Earners Can Use to Combat Proposed Tax Hikes Posted on March 29, 2023 Read Article 11 Recommendations to Position Your Business or Practice for a Successful Sale Posted on February 28, 2023 Read Article What Is the Best Entity to Run My Business? Posted on February 1, 2023 Read Article The Numbers to Know to Maximize Your 2023 Retirement Contributions Posted on January 5, 2023 Read Article 2022 Tax Planning Opportunities Posted on December 6, 2022 Read Article Understanding Emotions During Volatile Markets Posted on December 4, 2022 Read Article Investing Through Tough Times Posted on November 28, 2022 Read Article Open Q&A for Physicians & Healthcare Professionals Posted on November 23, 2022 Read Article Is Your IRA Creditor Protected? Posted on October 1, 2022 Read Article Growing Your Wealth: 11 Survival Tips for New Physicians Posted on September 1, 2022 Read Article 9 Myths Doctors Buy Into When Becoming Independent Contract Physicians Posted on July 25, 2022 Read Article Does Spending Imply Wealth? Posted on July 1, 2022 Read Article Should I Hire My Child in My Physician Practice? Posted on June 1, 2022 Read Article Advice for Physicians: Should You Prioritize Investing or Paying Off Debt Posted on January 3, 2022 Read Article Benefits of Becoming an Independent Contract Physician Posted on December 1, 2021 Read Article Practice-Owning Physicians: Beware of This Retirement Tax Trap Posted on November 1, 2021 Read Article A Physician’s Dilemma: Do I Need a Prenuptial? Posted on September 1, 2021 Read Article How Independent Contract Physicians Can Supercharge Their Retirement Savings Posted on August 2, 2021 Read Article How Does the Biden Tax Plan Affect a Physician’s Wealth? Posted on June 30, 2021 Read Article Chris Roe, CPA, PFS Recognized by Five Star Professional As a 2021 Five Star Wealth Manager Posted on June 7, 2021 Read Article Simple and Practical Wealth Building Advice for Physicians Posted on June 1, 2021 Read Article The Missing Framework Required to Build Wealth as a Physician Posted on May 3, 2021 Read Article Is Your Financial Advisor Taking Your Vitals? Posted on April 1, 2021 Read Article Your 2021 Tax Filing Season To-Do List Posted on February 16, 2021 Read Article Capital Gains & A Physician’s Taxes: A Brief (But Important!) Guide Posted on January 6, 2021 Read Article Donating to Your Favorite Charity This Holiday Season, Doctors? Keep This CARES Act Tax Benefit in Mind Posted on December 16, 2020 Read Article Are you an MD? Then These 5 Things Should Factor Most When Creating Your Financial Plan Posted on November 10, 2020 Read Article Working With a Physician-Friendly Advisor Is Crucial for Doctors. 4 Signs to Look For When Choosing an Advisor Posted on October 6, 2020 Read Article As a Physician, Is It Better to Have Kids Earlier or Later in Life? Posted on September 1, 2020 Read Article Physicians, 4 Tips To Discuss With Your College-Bound Child Posted on August 4, 2020 Read Article 8 Ways Highly Successful Physicians Set And Achieve Goals Posted on July 31, 2020 Read Article 7 Cardinal Sins of Investing – Are You Committing Any of These? Posted on June 23, 2020 Read Article Six 2020 Tax Code Changes: What Doctors Need to Know Posted on June 9, 2020 Read Article 4 Step Guide to Determine How Much Life Insurance a Physician Needs? Posted on June 2, 2020 Read Article Physicians, Review These 4 Areas of Your Estate Plan in Light of COVID-19 Posted on May 26, 2020 Read Article Paycheck Protection Program Loan Forgiveness Application – What Businesses Need to Know to Qualify for Forgiveness Posted on May 19, 2020 Read Article As a Self-Employed Physician, Are You Missing Valuable Tax Deductions? Here are 5 Deductions Posted on May 12, 2020 Read Article 3 Benefits for Physicians and Their Practices Besides the Paycheck Protection Program Loan Posted on April 22, 2020 Read Article Should I Refinance My Mortgage? How the Current Economic Environment Has Provided an Interesting Opportunity Posted on April 20, 2020 Read Article Should I Invest in Stocks During a Market Decline? Doctors should consider these 5 things first Posted on April 7, 2020 Read Article The 5 Important Areas where the “CARES ACT” Helps Doctors Posted on March 31, 2020 Read Article 4 Actions Doctors Should Consider for Their 401Ks Now Posted on March 27, 2020 Read Article 3 Surprising Reasons for Doctors to Hire a Financial Advisor Posted on March 21, 2020 Read Article 3 Common Mistakes Doctors Make When Investing Posted on March 6, 2020 Read Article
