There is a little known loophole for making larger gifts without affecting the lifetime gift exclusion.
It's important to use credit as a tool for wealth management rather than a quick fix to buy now and pay later.
Statistically, 1 in 3 physicians is experiencing burnout at any given time, which creates collateral damage beyond the physicians themselves.
Dr. Blake McGowan is one of our firm’s biggest strengths.
A Backdoor Roth Conversion makes sense for some, but not for all. A strong financial strategy will help you know whether this tool will be of benefit to you when the time comes to make withdrawals from your retirement savings.