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The #1 Hidden Retirement Risk You May Not Be Aware Of
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! After working, saving and investing for decades, you’re finally...
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5 Key Points: Buying a Second Home or Vacation Home
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! Introduction Of all the things to think about in buying a...
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The Backdoor Roth IRA: A Strategy for Tax-Advantaged Growth
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! When it comes to tax-efficient retirement savings, implementing...
View ArticleInvesting $10,000 in a CD: How Much You Could Earn in a Year
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! By investing $10,000 in a Certificate of Deposit (CD), you...
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Physician’s Guide: Comparing 401(a), 401(k), 403(b), & 457(b) Retirement Plans
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! As a dedicated medical professional, securing your financial...
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The 3 Types of 401(k)’s: Traditional, Roth, & After-Tax 401(k)’s Explained
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! While having access to a 401(k) through work certainly isn’t a...
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The Essential Year-End Financial Planning Checklist
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! Your 11-Point Year-End Financial Planning Checklist As the year...
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Selling Your Business? 5 Valuable Things to Know
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! In comparison to selling other assets like stocks or even a...
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5 Smart Tax Strategies for Doctors to Optimize Tax Savings
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! Introduction For doctors, taxes are as much a part of life as...
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338(h)(10) Sale: 3 Things Business Owners Should Know
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! You’ve done it. After working for years building your business,...
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3 Tax Mistakes to Avoid in Retirement
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! The following is a transcript of the video above. Retirement...
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The Benefits of Hiring a CERTIFIED FINANCIAL PLANNER™
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! When it comes to managing your finances, it’s probably not...
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What to do When Stock Markets are Tumbling 📉
Would you like to receive more content just like this directly to your inbox? Click here to subscribe! What is a market correction? A stock market correction by definition is a decline of 10% in a...
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Should You Buy a CD Right Now? Certificates of Deposit in Your Financial Plan
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! In today’s dynamic financial landscape, many investors are...
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The HSA Tax Saving Strategy for High Income Earners
By: Scott Sturgeon, JD, MBA, CFP® Would you like to receive more content just like this directly to your inbox? Click here to subscribe! The HSA Tax Saving Strategy for High Income Earners For high...
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