1 / 12

Financial Code Blue Saving the Doctor!

Financial Code Blue Saving the Doctor!. Anita H. Hester CPA, CVA, CHBC. “Earth – Welcome”. http://www.youtube.com/watch?v=YnJatP5Ebu8&feature=player_detailpage. I’m Out! Now What? “Decisions…Decisions”. Rent vs. Buy Contribution to Retirement Plan Student Loan Repayment

eliza
Download Presentation

Financial Code Blue Saving the Doctor!

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Financial Code BlueSaving the Doctor! Anita H. Hester CPA, CVA, CHBC

  2. “Earth – Welcome” http://www.youtube.com/watch?v=YnJatP5Ebu8&feature=player_detailpage

  3. I’m Out! Now What? “Decisions…Decisions” • Rent vs. Buy • Contribution to Retirement Plan • Student Loan Repayment • Disability / Life Insurance • Health Savings Account • Charitable Giving

  4. Buy vs. Rent • Pro’s to Buy • The American Dream • Build Equity • Tax Breaks • Con’s to Buy • Getting Financing • Maintenance • Selling

  5. Those Who Have Gone Before You

  6. Retirement • Think about it NOW • Take advantage of Employer Matches • Before-Tax Deduction • Don’t touch it!

  7. Student Loans • Required Minimum Payment • Consolidate • Utilize Bank Draft • Deferment • Default

  8. Disability Insurance • Why? • Employer provided coverage • Professional association group coverage • Individual disability coverage

  9. Health Savings Account • What Is it? • Requires High Deductible Health Plan • Great option for healthy young adults • Pre-Tax Deduction • Offsets future healthcare costs

  10. Charity • Pay it forward • Rate of Return is Limitless • The Chicken was Involved…The Pig was Committed

  11. ? Questions

  12. Financial Code BlueSaving the Doctor! Anita H. Hester CPA, CVA, CHBC ahhester@ppccpa.com 919-872-5094 Office 919-805-9992 Mobile Pittard Perry & Crone, Inc 911 Paverstone Dr Raleigh, NC 27615 www.ppccpa.com

More Related