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Larson Financial
152 followers -
Financial Advisory Firm Specializing in Physicians & Dentists
Financial Advisory Firm Specializing in Physicians & Dentists

152 followers
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Larson Financial's posts

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Please join us in recognizing Money Smart Week, and visit our FAQs for common questions we receive from physicians about their personal finances: https://larsonfinancial.com/larson-financial-faqs/
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Video: Trying to time and anticipate the movement of financial markets can lead to anxiety and unnecessary risk https://larsonfinancial.com/the-power-of-markets/
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If anyone depends on you financially, we believe life insurance is essential. For residents, the time to act is now: 

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At the bare minimum, an estate plan should have a will, power of attorney & healthcare directives already in place: 

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By having a solid grasp of the tax code, physicians can keep more of what they earn both now and in the future: 

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Incidents of tax refund fraud are on the rise. Prevent yourself from becoming a victim of this scam with these tips: https://larsonfinancial.com/wp-content/uploads/2017/03/Tax-Fraud-Updated-2017.02.10.pdf
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Ownership of a medical space can be a great investment, but for some physicians it may be more sensible to lease: 

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Picking actively-managed equity funds due to past success wont ensure a successful investment outcome in the future: 

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Higher education comes with a high and increasing price tag, requiring a disciplined approach to saving and investing:

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In order to make a Roth conversion that will be reportable on your 2016 tax return, it must be executed by Dec. 31st: 
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