Health Savings Accounts (HSA's) have become increasingly popular in recent years as a way for high earners to save on taxes today, plan for inevitable healthcare expenses and potentially invest for the future.
In today's dynamic financial landscape, many investors are asking themselves, "Should I buy a CD right now?" With interest rates fluctuating and economic uncertainties looming, Certificate of Deposits (CDs) have garnered renewed attention.
Having access to any combination of a 401(a), 401(k), 403(b), or 457(b) offers unique benefits & challenges in deciding how to utilize the plans that are available to you as a physician.
Preparing for retirement? Here are the 3 biggest tax mistakes we see for those who are approaching or entering retirement.
Discover the many advantages of working with a CERTIFIED FINANCIAL PLANNER™ . From personalized advice to comprehensive financial planning, find out why hiring a CFP® professional can create value in aligning your finances with what's important in your life.
What is a 338(h)(10) sale? Why would an acquiring company or a private equity firm want to make the deal a 338(h)(10) sale? What does a 338(h)(10) sale mean to you the buyer in determining what your net proceeds from the sale will be? If these kinds of questions...
Purchasing a vacation home or a second home is a significant financial decision. Are you ready to take on the added time commitment? Are you buying the property purely for recreation or will you rent it out as well? These and many other questions are important to consider to...
At Oread Wealth Partners, we understand the unique challenges and opportunities that physicians face, and we can help our clients make informed decisions about their finances. Whether you're just starting out in your career or nearing retirement, we can help you create a plan that aligns your finances with...
Investors and depositors often hear about two forms of insurance that offer protection in case of a financial institution's failure: the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). While both forms of protection aim to safeguard investors and depositors, there are some significant differences...
SUMMARY: "The child tax credit applies to those filing a federal tax return with dependents who are under the age of 17. The tax credit can give you up to $2,000 per dependent, with $1,500 of that being refundable. In order to qualify, your child or dependent must meet...
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