Physician-Specific Disability Insurance

Preparing for the Unexpected is One of the Best Financial Decisions You Can Make In an instant, an illness, accident, or injury can derail the career you’ve worked so hard to build. In a best-case scenario, your ability to treat patients may be put on hold for a few weeks until you recover. In the … Continued

First-Year Contract Negotiation – Show Me the Money!

The first-year contract you sign post-residency or fellowship sets the base for your entire career. Not only do future salaries, benefits and bonuses all build on what you earn today, but having the right safety net now can protect you in the event of a termination or malpractice claim which can threaten your family’s financial … Continued

A Perspective on 2022 Financial Markets

What should I make of the current market conditions?  During this webinar, Larson Financial Group’s president, Colin Wiens, and Dimensional Fund Advisor’s Vice President and Head of Client Communications, Jake DeKinder, discusses the topics below as well as solutions for investors to consider when navigating this everchanging market.  ​​​​​​Current Market Conditions: How should/shouldn’t investors react to … Continued

So, are we in a Recession?

The past few months the news cycles have been flooded with headlines about a recession. Some outlets say one is quickly coming. Others say we are already in one. While the word recession carries a well earned negative connotation, there are strategies you can take to most effectively navigate one. During this webinar Larson Financial … Continued

Roth Conversions: New Legislation, Successes, and Pitfalls

With new legislation in progress, there are a couple items that are in need to shed light on before you take a “set it and forget it” approach to saving for retirement, but proactive planning can help you save more efficiently by reducing your tax burden. Let’s talk about the Roth Conversion process, and how … Continued

Strategies for Reducing Your Effective Tax Rate

As winter gives way to spring, many physicians are finding themselves in the familiar position of preparing their tax returns in advance of the April filing deadline. Compounding the stress is the complex tax code. Doctors tend to be among the busiest of professionals, making it a challenge to keep up with all the rules … Continued