Posts Tagged ‘financial independence’
Moving Closer—or Further—from Financial Freedom?
A few years back, a friend texted me a photo of his brand-new sports car. It was red. Shiny. Gorgeous. A month later, he was complaining he couldn’t afford to max out his retirement account anymore. Another friend—same income, same job title—drove a sensible sedan, invested every bonus check, and recently told me she’s contemplating…
Read MoreCelebrating Memorial Day with a Roth Conversion? Here’s When It Makes Sense
Memorial Day marks more than just the start of summer. It’s also a smart checkpoint in the year to revisit your finances — especially your retirement strategy. One question you might be asking:Should I do a Roth conversion now? The answer depends on timing, income, tax projections, and your long-term goals. What Is a Roth…
Read MoreWhy I wrote my new book – The Richest Doctor: A Modern Parable of Financial Independence
Today, April 18th is a big day in our world. First, it’s tax deadline day. Secondly, it’s the release date for my new book, The Richest Doctor. For the entire time Provident CPAs and Physician Tax Solutions has been in business, we’ve been helping physicians and high-income professionals keep more of their hard-earned money…
Read More